Thematic Investors

Accounting for roughly $45 trillion of global GDP, Asian markets offer hedge fund investors compelling opportunities shaped by US-China decoupling and regional corporate governance reforms. While AI dominates headlines, a look beneath the surface across Japan, China, South Korea, Taiwan, Vietnam, and India reveals far richer opportunities—making a disciplined regional playbook essential. In our latest Thematic Investors podcast, host Kieran Cavanna welcomes Andrew Nash-Webber, Managing Partner,

The demand dynamic for US power growth is significantly accelerating, with spending on new generation assets – necessary to keep pace – nearing $350B over the next five years. This presents a tremendous opportunity for institutional investors focused on the total energy complex and its ripple effects across infrastructure, commodities, and more. From a policy standpoint, flexibility will be key to ensure build-outs, regulation reforms, and energy supply chains are all interconnected. In our late

The world is changing rapidly as it searches for new energy alternatives to meet the growing demand of data centers, electric vehicles and to reduce carbon emissions. Add in geopolitics around Ukraine and Iran, and the infrastructure of energy supply lines becomes less stable. Given this landscape, how can thematic investors optimize portfolio strategies to generate returns across both energy and infrastructure? In this episode of the Thematic Investors podcast, host Kieran Cavanna sits down wit

The early days of hedge funds can be described as somewhat akin to the Wild West, characterized by limited information flow, higher volatility, and the risk of losing focus that could easily derail any performance gains made. Today, the industry is run more efficiently with improved information flows and regulatory oversight, which cuts down on the “nefarious characters” that have existed in the past. In this latest episode of the Thematic Investors podcast, host Kieran Cavanna, welcomes George

Many successful careers in institutional investing are forged early from a high degree of passion, curiosity, and discipline in the space. These traits accelerate your learning curve and help you build a network that keeps you competitive over the long term. For those investors specializing in emerging markets, you add a focus on politics and whether leaders in those markets can actually implement the policies underpinning your investment thesis. In this sector, favorable economics won’t always

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 experiences, as well as through his studies as a budding pathologist. However, as many allocators experience coming out of the university system, a career change to financ