Geremy van Arkel, CFA®

Deconstructing Alpha

Business EN ↓ 29 episodes

Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier...

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Author

Geremy van Arkel, CFA®

Episodes

EP4: An update on China with Andy Rothman of Matthews Asia 05.03.2021 40:50

Frontier Asset Management’s conversation with Andy Rothman, Investment Strategist at Matthews International Capital Management. They discuss all things investing, China, COVID and the ramifications on the economy.

EP3: U.S. stock selection with George Shipp of Sterling Funds 05.03.2021 41:15

Geremy van Arkel of Frontier Asset Management and George Shipp of Sterling Capital Management talk about the stock market and the U.S. economy.

EP:1 Commodities in the time of COVID with Credit Suisse 05.03.2021 41:35

Geremy van Arkel of Frontier Asset Management, Nelson Louie and Chris Burton of Credit Suisse Asset Management discuss what strategies have worked for commodities.

EP2: Is value investing dead with John Walthausen of Walthausen funds 05.03.2021 44:16

Geremy van Arkel of Frontier Asset Management,John Walthausen, CFA, Chief Investment Officer, and Portfolio Manager and Gerard Heffernan, Jr., CFA, Portfolio Manager of Walthausen & Co. LLC discuss long term success in security selection.