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How Top Investors Achieve Alpha: Sprott, Tema, GinsGlobal & Pzena

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Manage episode 372345731 series 2715815
Content provided by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham 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.

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter
Welcome to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge.

In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space.
Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic funds, reveals what makes Tema different from its peers: employing a holistic process, analysing operating bases, balance sheets, and valuations.
Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, discusses the firm’s unwavering discipline in value investing, leading to consistent results over the past 25 years.
Finally, Anthony Ginsberg, CEO of GinsGlobal Index Funds, takes us through his investment strategy, utilising equal weighting across tech holdings and tapping into themes driving the Fourth Industrial Revolution for long-term growth.
Tune in as we explore the strategies, thought processes, and unique perspectives that drive these top investors and business leaders to achieve alpha. Enjoy!
Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

  continue reading

227 episodes

Artwork
iconShare
 
Manage episode 372345731 series 2715815
Content provided by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham 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.

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter
Welcome to our Alpha Study series, where we collect insights from top investors & business leaders to better understand how they get their edge.

In this exclusive episode, John Ciampaglia, CEO of Sprott Asset Management, a champion of precious metals investing, discusses how the firm's focus on metals and mining gives them a competitive edge in the thematic ETF space.
Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic funds, reveals what makes Tema different from its peers: employing a holistic process, analysing operating bases, balance sheets, and valuations.
Rakesh Bordia, Principal and Portfolio Manager at Pzena Investment Management, discusses the firm’s unwavering discipline in value investing, leading to consistent results over the past 25 years.
Finally, Anthony Ginsberg, CEO of GinsGlobal Index Funds, takes us through his investment strategy, utilising equal weighting across tech holdings and tapping into themes driving the Fourth Industrial Revolution for long-term growth.
Tune in as we explore the strategies, thought processes, and unique perspectives that drive these top investors and business leaders to achieve alpha. Enjoy!
Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

  continue reading

227 episodes

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