Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

Released Wednesday, 20th March 2024

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Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

Wednesday, 20th March 2024

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Looking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great …

From The Podcast

Thematic Investors

Welcome to Thematic Investors, powered by Vidrio Financial.The Thematic Investor podcast is hosted by Kieran Cavanna who is the Co-Founder and CIO of Old Farm Partners. This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial.

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