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

Deconstructing Alpha

Geremy van Arkel, CFA® and Geremy van Arkel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Geremy van Arkel, CFA® and Geremy van Arkel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1y ago 42:23

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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.

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