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EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy

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Manage episode 346164480 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

27 episodes

Artwork
iconShare
 
Manage episode 346164480 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

27 episodes

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