EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery Artwork

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.

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Deconstructing Alpha

EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery

August 28, 2023 • Geremy van Arkel, CFA® • Season 1 • Episode 24

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 experience and joins us to discuss how changes around the world can lead to winning investments, and to losers.

Surprises often scare investors. However, when changes occur, this can often mean opportunities for some businesses, and losses for others.

Today, we have our fair share of change to deal with. Think, onshoring, energy transition, AI, political changes, Fed policy, inflation, interest rates, and so on. And sweeping changes appear to be accelerating, or at the very least a constant.

When the outlook looks the most cloudy - full of unpredictable change - is often when the best opportunities can arise. So, tune in to hear more about how to capitalize on change, or more importantly, how to avoid the losers.