Episode 30: Pzena’s Rich Pzena MarketFox, Value Investing Richard ‘Rich’ Pzena is the founder and Chief Investment Officer of Pzena Investment Management, a value-style investment firm. Unlike what some investors believe, technological disruption is not destroying value-style investing, but is creating opportunities for them, Rich says. This because history tells us that ultimately it is the incumbent that benefits from innovation, not ‘the […] Read More
Episode 29: ANU’s Geoff Warren Asset Allocation, Implementation Geoff Warren is Associate Professor at the Australian National University and a former asset manager. He has done extensive research on equity fund capacity, insourcing asset management functions and investing for the long term. [i3] Insights editor Wouter Klijn speaks with Geoff about his past and upcoming research. Overview Geoff Warren podcast: 2:00 Why switch […] Read More
Episode 28: JANA’s John Coombe Asset Allocation, Governance, MarketFox In this podcast, MarketFox columnist Daniel Grioli speaks to John Coombe, executive director with asset consultant JANA. John is one of Australia’s most respected asset consultants, advising some of the largest pension funds in the country. He is known for his outspoken, but always insightful comments and this time is no different. He speaks about […] Read More
Episode 27: TAG’s Tim Hodgson Implementation Tim Hodgson is Head of the Thinking Ahead Group, a pension and asset management think tank originally established by Willis Towers Watson with the aim to tackle some of the systemic problems within the industry. As it works towards creating better outcomes, not just for its clients but also for society as a whole, the […] Read More
Episode 26: MFS’ Mike Cantara Governance, MarketFox MarketFox columnist Daniel Grioli sits down with Mike Cantara, Senior Managing Director, Global Client Group, MFS Investment Management to talk about Environmental, Social and Corporate Governance (ESG) issues. Cantara emphasises the importance of striking the right balance: “Companies that pay attention to material issues add value over time, but companies that pay attention to immaterial […] Read More
Episode 25: Fidelity’s Alva Devoy Asset Allocation, Governance Alva Devoy is Managing Director Australia for Fidelity International. Alva started out her career as a molecular engineer, developing vaccines, but the Iraq War made her change her mind about her path and she switched to asset management. She talks to MarketFox columnist Daniel Grioli about the business of asset management, robo advice and the […] Read More
Episode 24: Abnormal Returns’ Tadas Viskanta MarketFox Tadas Viskanta is among the first wave of successful investment bloggers, starting the Abnormal Returns blog in 2005. Rather than providing its readers with forecasts and other crystal ball-gazing exercises, Viskanta focuses on education, writing about best practice in both investing and personal finance. MarketFox columnist Daniel Grioli speaks with Viskanta about the early days […] Read More
Episode 23: Research Affiliates’ Rob Arnott Factor Investing, MarketFox In this podcast, MarketFox columnist Daniel Grioli speaks with Research Affiliates founder and chairman Rob Arnott about his research into factors and addresses the criticism that AQR founder Cliff Asness had on his factor timing paper. Arnott makes the case you certainly can time factors and that to sell out of value now, while it […] Read More
Episode 22: India Avenue’s Mugunthan Siva Emerging Markets In this [i3] podcast, we take a look at India. [i3] Insights editor Wouter Klijn spoke with Mugunthan Siva, founder and managing director of India Avenue Investment Management, about the Indian economy, what Modi’s reforms mean for institutional investors and changing attitudes towards ESG issues. Siva spent a large part of his career as an […] Read More
