Finding Alpha

The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.

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Too good to be true?

Wednesday Jul 10, 2024

Wednesday Jul 10, 2024

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin, and an illiquidity premium are appealing to investors looking for income. This demand is being met by private credit as an increasing amount of lending activity is taken away from banks, increasing the supply of deals looking for financing. Challenger Investment Management has been investing in this market for almost 20 years and has lived through credit cycles, including the GFC.
In this episode, Portfolio Manager Justin Voller from Challenger Investment Management unpacks the private credit opportunity, and the red flags investors should look out for.

Exploiting the valuation gap

Monday Jun 17, 2024

Monday Jun 17, 2024

Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy.  This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe with opportunities.  In this episode, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

Beyond the Magnificent 7

Monday May 27, 2024

Monday May 27, 2024

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year.  We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors.  We also discuss the other themes that investors should consider having in their portfolios and what is driving the pickup in M&A activity.  As investors question whether the dominance of US equity markets can continue, this is an episode not to be missed.

Monday Apr 15, 2024

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.  In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit. 

Wednesday Mar 06, 2024

With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster.  In this episode, Catherine shares her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.

Tuesday Feb 06, 2024

Successful investing in small caps is as much about what you don’t invest in, as what you do.  Stephen Wood, Principal at Eiger Capital, has built his successful track record on taking a prudent approach.  As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

Thursday Dec 07, 2023

In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.

Wednesday Nov 15, 2023

In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.


About Fidante

At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. 

Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes – both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.

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Important Information

Finding Alpha Podcast is produced by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante). It is general information for educational purposes only and does not take into account your personal objectives, financial situation or needs. It does not relate to any financial product and does not constitute an offer in relation to any financial product issued by Fidante. This should not form the basis of, or be relied upon for the purpose of, any investment decision.  Views expressed in this podcast are the views of the interviewee and are not those of Fidante. The content has not been independently verified by Fidante.  No reliance may be placed for any purpose on the content or its accuracy, fairness, correctness or completeness. Information may be current as at a particular date and Fidante has no obligation to update or change information over time. Neither Fidante nor the interviewee or any of their related bodies corporates, associates and employees shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of the content.  

Fidante is not an authorised deposit-taking institution (ADI) for the purpose of the Banking Act 1959 (Cth), and its obligations do not represent deposits or liabilities of an ADI in the Challenger Group (Challenger ADI) and no Challenger ADI provides a guarantee or otherwise provides assurance in respect of the obligations of Fidante. Investments in the Fund(s) are subject to investment risk, including possible delays in repayment and loss of income or principal invested. Accordingly, the performance, the repayment of capital or any particular rate of return on your investments are not guaranteed by any member of the Challenger Group.

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