9 Episodes

  1. Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

    Published: 12/5/2024

  2. Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

    Published: 10/14/2024

  3. Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

    Published: 7/1/2024

  4. Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

    Published: 5/13/2024

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

    Published: 3/20/2024

  6. Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

    Published: 1/29/2024

  7. Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

    Published: 12/18/2023

  8. Thematic Investors: Why Institutional Investors Should Consider Uranium

    Published: 10/2/2023

  9. Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

    Published: 9/11/2023

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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.