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.
Episodes
28 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...
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Season 1
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Episode 28
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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...
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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 ...
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Season 1
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Episode 26
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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 (...
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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...
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Season 1
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Episode 24
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42:23
EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now
For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics tha...
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Season 1
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Episode 23
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54:20
EP 22: Resilient Investing with Adam Sues of Yacktman Funds
In this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of quality focused equity man...
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Season 1
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Episode 22
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59:00
EP 21: Inside First Eagle with Julien Albertini
For institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent performance year after year, for decad...
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Season 1
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Episode 21
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43:08
EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?
Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed.&nbs...
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Season 1
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Episode 20
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45:07
EP 19: What is the next phase of this market cycle?
So here we are, 9 months into a market decline. What now? In this interview we discuss what is likely to happen to the economy and earnings, what is next for capital markets, and where is the opportunity. Who doesn’t wan...
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Season 1
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Episode 19
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50:52
EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been ab...
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Season 1
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Episode 18
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48:29
EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse
Stocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source - Yung-Shin Kun...
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Season 1
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Episode 17
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27:16
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold? Well, they just might own more gold than any other private entity in the country. How...
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Season 1
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Episode 16
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1:00:00
EP. 15: This is not your grandfather’s growth vs. value debate.
While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be misallocated.This podcast ...
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Season 1
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Episode 15
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1:28:59
EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments
To kick things off for 2022, we welcome back to the show Rob Almeida – Global Investment Strategist and Portfolio Manager for MFS Investment Management. This time around, we recap the highlights and oddities of last year, and address some...
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Season 1
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Episode 14
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1:07:37
Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities
Can we deconstruct Advisors Alpha? This is a first. We interview an investment advisor – Brandon Jansma. We figured that since most of our listeners are investment advisors, maybe we should interview one.In this episode...
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Season 1
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Episode 13
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58:04
EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management
This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for...
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Season 1
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Episode 12
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43:34
EP11: Will Taxes Rise in the U.S.? - Libby Cantrill of PIMCO Investments
What better way to end 2021 than to talk about some heavy hitters? Spending. Taxes. China. Russia. Mid-Term Elections – we discussed it all in this interview with Libby Cantrill, Head of US Policy at PIMCO. Tune in to hear a though...
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Season 1
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Episode 11
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56:14
EP10: What is Going on in China with Andy Rothman of Matthews Asia
Regulation is a four-letter word in American politics, but in China, is it business as usual? This year, Xi Jinping – the leader of the Chinese Communist Party – passed down a laundry list of regulations that resulted in cascading u...
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Season 1
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Episode 10
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53:46
EP9: Risk Managed Small-Cap Investing with Gregory Spiegel of Neuberger Berman
Risk managed small-cap equity investing? How to manage a large small-cap portfolio? Can underperforming a bull market lead to multiple market environment outperformance? For how long can poor quality businesses outperform?&nb...
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Season 1
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Episode 9
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1:12:41
EP8: Why Are Interest Rates So Low? - Tony Crescenzi of PIMCO Investments
Inflation at 5%, 10-year treasury yields at 1.5%, how is that sustainable? In the post-COVID investment environment of explosive growth coinciding with inflation concerns, it seems implausible that interest rates could remain this low.&nb...
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Season 1
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Episode 8
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1:09:47
EP7: Inflation with Christopher Burton, CFA, FRM of Credit Suisse
The big macro-economic surprise in 2021 is INFLATION! The latest CPI-U year-over-year inflation print for the 12 months ending May 2021 is 5%. Regardless of whether the rise in general prices – influenced by the sectors of energy, lumber,...
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Season 1
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Episode 7
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1:43:21
EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida
While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clea...
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Season 1
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Episode 7
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1:05:38
EP5: Why Would Anyone Index Corporate Bonds with Carl Kaufman
In this episode, Geremy and Shannen interview Carl Kaufman, Co-President, Co-Chief Executive Officer, Chief Investment Officer of Osterweis funds, but more importantly, manager of the Osterweis Strategic Income Fund. With inflation fears on the...
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Season 1
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Episode 2
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1:01:22
EP2: Is value investing dead with John Walthausen of Walthausen funds
Geremy van Arkel of Frontier Asset Management,John Walthausen, CFA, Chief Investment Officer, and Portfolio Manager and Gerard Heffernan, Jr., CFA, Portfolio Manager of Walthausen & Co. LLC discuss long term success in security selection.&n...
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Season 1
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Episode 4
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44:16