Hedging Risk, Accessing Opportunity with Dave Thomas

from FEG Insight Bridge · host FEG Investment Advisors

In this episode of FEG’s Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like generative AI and European defense spending, and why he believes Atalan’s long-short methodology may be especially beneficial today.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Episode metadata supplied by the publisher feed · Published Jul 1, 2025

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Hedging Risk, Accessing Opportunity with Dave Thomas

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