6 episodes
Foresight Active Advantage Podcast Series Dan Grioli
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- Business
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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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 ...
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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 w...
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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 w...
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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 w...
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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 approac...
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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 fr...