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Thematic Investors

Thematic Investors

Auteur(s): Kieran Cavanna
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À propos de cet audio

 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 Finances personnelles Économie
Épisodes
  • Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing

    Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing
    Nov 20 2025
    What fuels the curiosity and drive to become a great investor? Could it be early teenage stock market experiments that return 20% or simply being bored in the UK’s equivalent of Iowa, allowing you to take deeper dives into company annual reports during summer breaks? Edgar Allen began his own investment career, fueled by these …

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    54 min
  • Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital

    Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital
    Sep 9 2025
    Throughout many of our past episodes on the Thematic Investors podcast, we have seen the differences in hedge fund investing strategies when East meets West. Given today’s trade and tariff environment, we wanted to expand the debate with two leading macro investors, pulling their insights on tariffs, U.S. exceptionalism, capital expenditures in areas like AI, …

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    48 min
  • Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing

    Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing
    Jun 23 2025
    Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short selling. In today’s market, how can investors capitalize on short opportunities when AI, external Medicare Service pressure, policy regulation, and other factors are impacting healthcare investment targets and potentially derailing performance returns? In our …

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    56 min
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