PODCAST · business
Finding Alpha
by Fidante
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.
Episodes
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A systematic approach to alpha
In this episode of the Finding Alpha podcast, Anna Kirkby is joined by Jerome Yim, Co-Head of Challenger Solutions, to explore how systematic, multi-strategy investing can deliver more consistent and uncorrelated returns. They explore why true diversification goes beyond asset classes, how...
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AI revolution, energy disruption and the next investment cycle
James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets. They explore how these trends are driving a new capex cycle, shifting where value is created across markets, and what…
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Navigating Energy Shocks and the AI Revolution
In this episode of Finding Alpha, James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, covering Impax’s approach, current market challenges, emerging opportunities like AI, and the long‑term investment case for sustainability.
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Reporting Season Unpacked & Navigating Iran Volatility
What really stood out this reporting season? In this episode, James Clark sits down with Raaz Bhuyan from WaveStone to unpack February reporting season, from earnings surprises to why banks and miners dominated performance. They also explore how geopolitics and AI are reshaping sector leadership,...
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When Volatility Becomes an Opportunity
In this episode of Finding Alpha, James Clark speaks with Suhail Shaikh, Chief Investment Officer at Fulcrum Asset Management. They discuss the role of liquid alternatives in portfolios, the importance of embracing complexity, and how diversifying alternative strategies can complement traditional...
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The Long and Short of It: System Capital's Approach
Fidante's Investment Specialist Anna Kirkby sits down with Lev Margolin, Founder & Portfolio Manager at System Capital, to explore how an ecosystem‑based approach - looking across customers, suppliers, competitors and regulatory environments - can identify businesses that become structurally...
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Unlocking Alpha: The Future of Fidante
The latest episode of Finding Alpha is a special edition featuring Fidante’s own Vic Rodriguez and John O’Keefe. They discuss Fidante's origination and partnership strategies and share insights on how Fidante identifies, selects, and collaborates with top investment managers. This episode details...
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Don't miss the mark(et): Why Private Markets matter now
In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets. They break down what private markets are, why they’ve historically been out of reach for many investors, and how that’s changing. Anna explains the key benefits – such as...
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Beyond Borders: AI, Geopolitics & Growth in EMs
In this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties across emerging markets. From the impact of geopolitical tensions and trade shifts to the rapid adoption of AI and the growth potential in markets…
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Tariff Turmoil
A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US has imposed tariffs on specific countries including Canada, Mexico and China, tariffs on specific industries including cars, steel and aluminium,...
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The contrarian opportunity in CRE debt
How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders? We sit down with CRE expert Gerard Hargraves, Head of Real Estate Lending at Challenger Investment Management (CIM) to uncover the evolution of CRE - from the impacts of the Global...
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Australian credit is a great place to be
Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital. In this episode, Dylan discusses where Kapstream is finding relative value in today’s market environment, why Aussie credit spreads are attractive right now, the impacts the ‘inflationary fellow’ may…
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What does a Trump presidency mean for Sustainable Investing?
With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in automation, digitisation, food production and the circular economy are providing new solutions to not only benefit the environment…
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Inflation has finally arrived in Japan, so what’s next?
Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024. After attracting attention and flows from foreign investors in recent years, Japan is back on investors’ radar. In this episode…
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Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations. However, that doesn’t mean that it wasn’t full of surprises. Outlook statements were worse; leading to earnings downgrades and a...
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The inside scoop on Commercial Real Estate
Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet performance moves in cycles and green shoots abound. Particularly for existing stock in quality locations purchased at attractive…
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Too good to be true?
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…
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Exploiting the valuation gap
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…
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Beyond the Magnificent 7
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...
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Amplifying the diversification benefits of Fixed Income
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...
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Reporting season, what you need to know
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.
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Avoiding pitfalls in the small cap market
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…
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The Future of Sustainable Investing
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.
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Expanding the Investable Universe with Alternatives
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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Frequently Asked Questions
How many episodes does Finding Alpha have?
Finding Alpha currently has 24 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Finding Alpha about?
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.
How often does Finding Alpha release new episodes?
Finding Alpha has 24 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Finding Alpha?
You can listen to Finding Alpha on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Finding Alpha?
Finding Alpha is created and hosted by Fidante.
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