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.

Listen on:

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  • Spotify

Episodes

5 days ago

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.

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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.

Visit https://fidante.com/au to learn more.

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.

© Fidante Partners 2023. All rights reserved.

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