Thematic Investors

Written by: Kieran Cavanna
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  • Summary

  • 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.
    Copyright © 2023 Thematic Investors
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Economics Personal Finance
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Episodes
  • Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

    Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
    Dec 5 2024
    Exploring the depths of distressed investing can occasionally uncover undeniable proof that the asset is far from lifeless, revealing a scenario much more promising than the market price once suggested. All it takes is a catalyst to turn a dead investment into an opportunity with huge asymmetric returns. In the latest episode of the Thematic …

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    54 mins
  • Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

    Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping
    Oct 14 2024
    In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners is joined by Will Homan-Russell, Chief Investment Officer, WMC Capital. Will brings his expertise on global shipping investment plays and how various market forces can impact the future of this industry. Each year, there are around …

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    57 mins
  • Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

    Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
    Jul 1 2024
    Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode …

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    49 mins

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