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Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy

48:29
 
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Manage episode 346164480 series 2893376
Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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 pondering, who would index this space?

Buckle up, ear bud up, or grab the dog and go for a walk. What a rare treat this interview is.

  continue reading

28 episod

Artwork
iconKongsi
 
Manage episode 346164480 series 2893376
Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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 pondering, who would index this space?

Buckle up, ear bud up, or grab the dog and go for a walk. What a rare treat this interview is.

  continue reading

28 episod

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