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Deconstructing Alpha

Geremy van Arkel, CFA®

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.
Episodes
EP 26: Roadmap for 2024 with Rob Almeida - MFS InvestmentsFebruary 01, 2024
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EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?October 30, 2023
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EP 24: Winners and Losers with Henrik Strabo of Rainier International DiscoveryAugust 28, 2023
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EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why NowJuly 27, 2023
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EP 22: Resilient Investing with Adam Sues of Yacktman FundsJune 20, 2023
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EP 21: Inside First Eagle with Julien AlbertiniFebruary 15, 2023
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EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?January 18, 2023
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EP 19: What is the next phase of this market cycle? December 08, 2022
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EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth StrategyNovember 04, 2022
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EP 17: What are managed futures anyway? Yung-Shin Kung – Credit SuisseJune 22, 2022
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EP 16: Have you ever wondered how much gold can fit into a swimming pool? April 26, 2022
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EP. 15: This is not your grandfather’s growth vs. value debate.March 14, 2022
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EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS InvestmentsFebruary 08, 2022
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Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential SecuritiesJanuary 24, 2022
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EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management December 30, 2021
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EP11: Will Taxes Rise in the U.S.? - Libby Cantrill of PIMCO InvestmentsDecember 15, 2021
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EP10: What is Going on in China with Andy Rothman of Matthews AsiaNovember 05, 2021
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EP9: Risk Managed Small-Cap Investing with Gregory Spiegel of Neuberger BermanOctober 14, 2021
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EP8: Why Are Interest Rates So Low? - Tony Crescenzi of PIMCO InvestmentsSeptember 17, 2021
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EP7: Inflation with Christopher Burton, CFA, FRM of Credit Suisse August 12, 2021
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EP6: Is this the new normal, or will we return to the old normal one day? - Robert AlmeidaJuly 08, 2021
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EP5: Why Would Anyone Index Corporate Bonds with Carl KaufmanJune 02, 2021
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EP2: Is value investing dead with John Walthausen of Walthausen fundsMarch 05, 2021
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EP:1 Commodities in the time of COVID with Credit SuisseMarch 05, 2021
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EP3: U.S. stock selection with George Shipp of Sterling FundsMarch 05, 2021
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