Deconstructing Alpha
Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.
Podcasting since 2021 • 28 episodes
Deconstructing Alpha
Latest Episodes
EP 28: AI with Brad Neuman, CFA - Alger
I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger.&n...
•
Season 1
•
Episode 28
•
47:58
Ep 27 Rich Pzena - Opportunities in value investing
I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of...
•
51:03
EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments
Welcome to 2024! Feeling optimistic? The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates. What’s not to like?We kick off the year with a roadmap tour the opportunities and ...
•
Season 1
•
Episode 26
•
52:30
EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?
Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today? When investors think about credit bonds, they are usually referring to just high-yield bonds. Post the Great Financial Crisis (...
•
37:31
EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery
Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experienc...
•
Season 1
•
Episode 24
•
42:23