Deconstructing Alpha

Hosted by Geremy van Arkel, CFA®

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Latest episode

Dec 2024

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About the show

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 has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.

Listen to episodes

29 recent

December 6, 2024Episode 2946 min

EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets

I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of. This interview is not to be missed. We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China. I am so proud and honored to bring you this podcast. So, tune in and enjoy your commute, your walk, or your workout. As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.

August 5, 2024Episode 2847 min

EP 28: AI with Brad Neuman, CFA - Alger

I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.

May 2, 202451 min

Ep 27 Rich Pzena - Opportunities in value investing

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks have been left behind by a very narrow thematic flow of capital to just seven stocks. Are value stocks and value themes now a bargain here? Is international investing still relevant? And where can investors look for future outsized returns? These are just a few of the topics that we will uncover.To answer these questions, I am honored to have had the opportunity to interview the value investing icon Rich Pzena. Rich is the founder of Pzena Investment Management, is an icon in value investing circles, and is a wealth of wisdom and personality.Go sit in traffic, walk the dog, or just take a breather and listen in to this engaging interview.

February 1, 2024Episode 2652 min

EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments

Welcome to 2024! Feeling optimistic? The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates. What’s not to like?We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments.Tune in and buckle up, let’s go for a ride.

October 30, 202337 min

EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk?

Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today? When investors think about credit bonds, they are usually referring to just high-yield bonds. Post the Great Financial Crisis (GFC) though, the non-investment grade bond market has changed and is no longer dominated by just high-yield bonds. Investors today also have the opportunity to invest in floating rate notes/leveraged loans, as well as private credit. With credit bonds currently yielding upwards of 8% or more yield, many investors are wondering where is the risk? Is the risk in high yield bonds, floating rate notes, or private debt? Today’s guest in Bryan Krug, CFA, portfolio manager of the Artisan High Income Strategy, the Artisan Credit Opportunities Strategy, and the Artisan Floating Rate Strategy. Tune in to this in-depth interview with Bryan Krug of Artisan Funds, who proves once again, that delivering alpha requires deep knowledge, an understanding of nuances, and that execution matters. 20231030.32698

August 28, 2023Episode 2442 min

EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery

Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experience and joins us to discuss how changes around the world can lead to winning investments, and to losers. Surprises often scare investors. However, when changes occur, this can often mean opportunities for some businesses, and losses for others. Today, we have our fair share of change to deal with. Think, onshoring, energy transition, AI, political changes, Fed policy, inflation, interest rates, and so on. And sweeping changes appear to be accelerating, or at the very least a constant. When the outlook looks the most cloudy - full of unpredictable change - is often when the best opportunities can arise. So, tune in to hear more about how to capitalize on change, or more importantly, how to avoid the losers.

July 27, 2023Episode 2354 min

EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now

For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently have an inverted yield curve, where short-term bonds offer higher yields than longer dated bonds. Further, we have whole segments of the bond market that are offering yields in the 7%+ range. To help uncover all that needs to be known on this subject right now, I interview Carl Kaufman of Osterweis funds. Carl is the most experienced bond manager that I know of when it comes to all things income. Many of you might have listened to him before on this podcast, but those that haven’t, you are in for a treat. If you like to earn income from your bonds, this might be something you want to listen to. So, pod up and tune in to Carl Kaufman of Osterweis funds.

June 20, 2023Episode 2259 min

EP 22: Resilient Investing with Adam Sues of Yacktman Funds

In this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of quality focused equity management for the past 30 years. Morningstar might classify Yacktman as a large cap value manager, but they are so much more than this arbitrary moniker. Want to know more about achieving more consistent equity returns? Tune in and let’s go inside Yacktman Funds with Adam Sues.

February 15, 2023Episode 2143 min

EP 21: Inside First Eagle with Julien Albertini

For institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent performance year after year, for decades, even during some of the most difficult of times. If you ask them how they have been able to achieve this track record, their response will likely be “scarcity” and “persistence”. What does that mean? Tune in for unprecedented access to the secrets of First Eagle’s success.

January 18, 2023Episode 2045 min

EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?

Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed.