Foresight Active Advantage Podcast Series

Dan Grioli
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Our Foresight Active Advantage podcast series is dedicated to illuminating complex products, investment topics and market themes using industry thought-leaders and a conversational style forum. The philosophy of the Foresight Active Advantage Podcast Series is to explore the nuanced, human and behavioral side of decision-making that is not possible to simply address within a written format. The goal is to give listeners a feel of the manager and their thought process around decision-making. The podcast is hosted by the renowned Daniel Grioli, who carries over 20-years' experience within the financial industry.

Episodes

  1. 02/22/2022

    Episode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling

    Dan Barker CFA is a Partner and Portfolio Manager at Apis Capital. Dan is a 25+ year veteran stock picker, having spent his career investing in companies from around the globe.  He co-founded Apis in 2004 with Eric Almeraz CFA. Since then, the Apis Flagship fund has outperformed the MSCI All Country World Index, net of fees, and with less volatility.  Dan describes the global small and mid cap investment universe, why companies are inefficiently priced and the reasons why Apis has an edge in finding companies experiencing long-term compound growth.  We discuss the similarities and differences between investing on the long and the short side.  Dan takes us though one of the firm's investments from start to finish; highlighting how a truly global perspective helps Apis to find investment opportunities.

    1h 23m

  2. 02/15/2022

    Episode 3: Part 2: Portfolio construction, position sizing and a typical “Paradice stock”

    David Paradice is the founder of Paradice Investment Management. Paradice Investment Management began in 1999 with a single client. The firm now manages approximately $18.8 billion in equities around the world, with a team of 50 people in Australia and the USA. We chat with David about what lead him to start his own firm at a time when boutique fund managers were the exception, not the rule. David explains his firm's approach to stock selection and portfolio construction. We how to find stocks with investment "moats" and whether these stocks are getting harder to find or more expensive to buy. David is an astute judge of investment talent. We ask him what he looks for when hiring investment professionals. David also explains how he keeps his team motivated.

    8 min

  3. 02/15/2022

    Episode 3: Part 3: Quality companies, are they harder to find? What about inflation?

    David Paradice is the founder of Paradice Investment Management. Paradice Investment Management began in 1999 with a single client. The firm now manages approximately $18.8 billion in equities around the world, with a team of 50 people in Australia and the USA. We chat with David about what lead him to start his own firm at a time when boutique fund managers were the exception, not the rule. David explains his firm's approach to stock selection and portfolio construction. We how to find stocks with investment "moats" and whether these stocks are getting harder to find or more expensive to buy. David is an astute judge of investment talent. We ask him what he looks for when hiring investment professionals. David also explains how he keeps his team motivated.

    8 min

  4. 02/15/2022

    Episode 3: Part 1: Introducing David and the founding of Paradice Investment Management

    David Paradice is the founder of Paradice Investment Management. Paradice Investment Management began in 1999 with a single client. The firm now manages approximately $18.8 billion in equities around the world, with a team of 50 people in Australia and the USA. We chat with David about what lead him to start his own firm at a time when boutique fund managers were the exception, not the rule. David explains his firm's approach to stock selection and portfolio construction. We how to find stocks with investment "moats" and whether these stocks are getting harder to find or more expensive to buy. David is an astute judge of investment talent. We ask him what he looks for when hiring investment professionals. David also explains how he keeps his team motivated.

    13 min

  5. 01/14/2022

    Episode 2: Sandhurst Strategic Income Fund with Bendigo & Adelaide Bank's Thadeus McCrindle

    Today's guest is Thadeus McCrindle, Chief Investment Officer of Sandhurst Trustees, a wholly-owned subsidiary of Bendigo and Adelaide Bank. Thadeus joins our host Dan Grioli to discuss the Sandhurst Strategic Income Fund. We discuss the fund, how it invests and how investors can use the Sandhurst Strategic Income in their portfolios. Thadeus shares his experiences managing credit portfolios during the Global Financial Crisis. He explains how what he learned during this period shared his approach to managing risk and in particular, liquidity risk. We discuss how being a wholly-owned subsidiary of Bendigo and Adelaide Bank helps Sandhurst Trustees in forming a view on the Australian economy, the housing market and assessing the credit risk of Residential Mortgage-Backed Securities (RMBS). Thadeus explains the impact of Covid-19 on credit markets and the Sandhurst Strategic Income Fund. We then look forward, discussing the risk of rising inflation and the Australian housing market. Disclaimer: This podcast is for informational purposes only. It does not constitute financial advice or take into account the particular investment objectives, financial situations or needs of individual listeners. Listeners should consider whether any opinions or recommendations in this document are suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice.  This podcast has been prepared with care. However, Foresight Analytics and Ratings and Grioli and Company make no warrant of any kind in regard to the contents and shall not be liable for incidental or consequential damages, financial or otherwise, arising out of the use of this document. This podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal.  The price and value of investments referred to in this podcast and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur.  The contents of this podcast are subject to the provisions of the Copyright Act, 1968, and any unauthorized reproduction of it is subject to prosecution under the provisions of the Act.

    1h 22m

  6. 12/16/2021

    Episode 1: Global Macro Strategy, Inflation and Climate Change with Fulcrum's Gavyn Davies.

    Gavyn Davies is an economist and investor. His career includes working for the UK Government, Chair of the BBC, Chief Economist at Goldman Sachs, venture capital investor and Co-Founder and Chairman of Fulcrum Asset Management. He is also a columnist for the Financial Times.  Gavyn shares his memories of the 1970s, a period of high inflation that few modern investors and economists had the experience of working through. We discuss the parallels and lessons that investors today can draw from this period. He also offers his thoughts on what the tell-tale signs of lasting (instead of transitory) inflation might be.  Gavyn describes his experiences working with Goldman Sachs, He describes what changed and what stayed the same after the firm converted from a partnership to a publicly listed company.  The discussion moves onto Fulcrum, its investment philosophy and some of the tools that it uses to invest. Gavyn explains what Global Macro investing is and what it isn’t. He takes us through its evolution and gives us an insight into some of Fulcrum’s latest areas of research. We conclude the podcast by discussing some of the biggest potential macro risks: Geopolitics, Climate and Inflation.  Disclaimer: This podcast is for informational purposes only. It does not constitute financial advice or take into account the particular investment objectives, financial situations or needs of individual listeners. Listeners should consider whether any opinions or recommendations in this document are suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice.  This podcast has been prepared with care. However, Foresight Analytics and Ratings and Grioli and Company make no warrant of any kind in regard to the contents and shall not be liable for incidental or consequential damages, financial or otherwise, arising out of the use of this document. This podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal.  The price and value of investments referred to in this podcast and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur.  The contents of this podcast are subject to the provisions of the Copyright Act, 1968, and any unauthorized reproduction of it is subject to prosecution under the provisions of the Act.

    1h 46m
  • 6 Episodes

About

Our Foresight Active Advantage podcast series is dedicated to illuminating complex products, investment topics and market themes using industry thought-leaders and a conversational style forum. The philosophy of the Foresight Active Advantage Podcast Series is to explore the nuanced, human and behavioral side of decision-making that is not possible to simply address within a written format. The goal is to give listeners a feel of the manager and their thought process around decision-making. The podcast is hosted by the renowned Daniel Grioli, who carries over 20-years' experience within the financial industry.

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