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Deconstructing Alpha
Geremy van Arkel, CFA®
29 episodes
1 month ago
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 ...
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Investing
Business,
News,
Business News
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All content for Deconstructing Alpha is the property of Geremy van Arkel, CFA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
Show more...
Investing
Business,
News,
Business News
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EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Deconstructing Alpha
48 minutes
3 years ago
EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy
Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing. After listening to this, you might be left pon...
Deconstructing Alpha
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 ...