Thematic Investors

The early days of hedge funds can be described as somewhat akin to the Wild West, characterized by limited information flow, higher volatility, and the risk of losing focus that could easily derail any performance gains made. Today, the industry is run more efficiently with improved information flows and regulatory oversight, which cuts down on the “nefarious characters” that have existed in the past. In this latest episode of the Thematic Investors podcast, host Kieran Cavanna, welcomes George Fox, Principal & President, Titan Advisors, LLC, to discuss his career and how removing your ego and hubris from running a hedge fund business is a great first step toward success. Additional highlights from this discussion include: How did an early career in commodities lead to George building Titan Advisors? Why is focus key when creating a diversified portfolio that will become a volatility dampener versus a volatility enhancer? How does George and his team look at the “block and tackling” approach on risk and the stewardship of capital from allocators like pensions, sovereign wealth funds, hospital foundations, and insurance companies? Why do poor liquidity promises and allowing larger style drifts impact fund managers to such a large degree? Should hedge fund managers be more concerned with principles of how to run a business first? Does George agree with some of the emerging market theories that Rob Citrone expressed in the last episode of Thematic Investors? How the game of golf can be used to temper your expectations in running a hedge fund business. What prompted the launch of Esker Point Advisers and the team’s greater focus on commodities? And more. Titan Disclaimer: All views and opinions expressed in this podcast are unique, provided as of the date of this interview and do not necessarily reflect those Titan Advisors, LLC or its affiliates. The statements and opinions contained herein may change at any time, based on market or other conditions. This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. This podcast is not intended to constitute investment advice; nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No recommendation or advise is being given as to whether any investment is suitable for a particular investor. This podcast may contain forward-looking statements. There is no representation, warranty, guarantee, or other assurance whatsoever that any such forward-looking statements will prove to be accurate. Past performance is not indicative of future results. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding any investment decision. Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Connect with George Fox: LinkedIn: George Fox Website: Titan Advisors About George Fox: George Fox has been investing in hedge funds for over 30 years and leads Titan Advisors as its President. He is responsible for Titan’s business development efforts and actively engages in the firm’s research and portfolio management process as a member of the Investment Committee. George entered the New York financial markets in 1984 as a floor trader at the Coffee, Sugar and Cocoa Exchange and at Commodity Exchange Inc., where he traded for his own account for seven years. In 1992, he created G. Fox & Co., a hedge fund advisory firm and the predecessor to Titan Advisors. In December 2000, after years of commodities trading and advising investors on hedge fund allocations, George Fox launched Titan Advisors, LLC. George graduated with a B.A. from Tulane University in 1981 and earned a law degree from the University of Richmond (VA) in 1984. Source

What fuels the curiosity and drive to become a great investor? Could it be early teenage stock market experiments that return 20% or simply being bored in the UK’s equivalent of Iowa, allowing you to take deeper dives into company annual reports during summer breaks? Edgar Allen began his own investment career, fueled by these experiences, as well as through his studies as a budding pathologist. However, as many allocators experience coming out of the university system, a career change to finance was calling, which Fidelity Investments helped him realize. ​ In this episode of Thematic Investors, we welcome Edgar Allen, CIO and Founder, High Ground Investment Management. Edgar runs a long-short equity fund focused on European investing (this builds on past Thematic’s Investor podcasts with Johnny de la Hey and Stuart Mitchell – so be sure to check those out as well). Edgar and Kieran discuss value investing and how players can approach some of these counter trends across the market. Key Takeaways: How being assigned the most random group of companies to analyze at the start of his investment career led to larger groupings of well-known names, and into hedge fund investing. How you begin to balance investment targets by buying low and selling high, against something that is fundamentally cheap, and how much the market has mispriced the asset’s terminal value. What does competition mean in short-selling when the target has a really good product or service? How do Europe and the US differ in terms of return profiles on investment, dividends, valuations, and why there might be greater advantages in European companies than US peers? What does European defense spending mean for the team at High Ground Investment Management when they look at valuations and durations? Why is it important to Edgar to go beyond pure spreadsheet numbers on investment targets to understand more about what a company does and why customers are willing to pay for the product and service that they receive? How investing ideas can be aligned with the fall of Carthage, as well as the three-age system. And more! Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Connect with Edgar Allen: LinkedIn: Edgar Allen Website: High Ground Investment Management LLP About Edgar Allen: Edgar Allen is the founder and Chief Investment Officer of High Ground Investment Management, based in London. Prior to establishing High Ground, he worked at The Children’s Investment Fund (TCI), Fidelity, and BlackRock. Edgar brings over 25 years of investment experience and focuses on European equities through a long-short strategy that combines deep fundamental analysis with disciplined valuation and risk control. Source

Investing in healthcare and biotech requires razor-sharp models, especially if you want to create more opportunities in this category through short selling. In today’s market, how can investors capitalize on short opportunities when AI, external Medicare Service pressure, policy regulation, and other factors are impacting healthcare investment targets and potentially derailing performance returns? In our latest episode of the Thematic Investors podcast, we sit down with one of the great under-the-radar investors who has taken $3MM in AUM and has built it into a $1 BN firm. Join us in welcoming Dr. Michael Castor, CIO and Portfolio Manager, Sio Capital Management. Kieran and Michael discuss: What exactly turned him from an ENT resident into a career in finance. How the short-selling models at SIO Capital Management take a deep look at 4 critical aspects in the investment journey: Valuation, Catalysts, Sentiment, and Investment Narrative. Do Biotech investment targets simply go bankrupt, with investors holding the bag for returns that never materialize? Or is something else going on across the sector. With 17% of the U.S. GDP and 10% global GDP, where is healthcare headed, and what type of external forces are at play in driving efficiency? How will the U.S. administration balance drug prices, especially those that are significantly in the spotlight today like, Manjaro, Ozempic, and others? Has the bar on scientific assessment been lowered too far over the last few years, and can the drag on the healthcare system be reversed at this stage? The impact of AI and how new doctors will need to adjust their approaches in the next 5-10 years. and more. Connect with Michael Castor: LinkedIn: Michael Castor Sio Capital Management LLC Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna About Our Guest: Michael founded Sio Capital Management in 2006 and has served as the portfolio manager since the Firm’s inception. Before starting Sio, Michael worked at Bernstein Investment Research and Management from October 2001 to February 2006 as Bernstein’s healthcare analyst. Michael was responsible for covering all sectors of healthcare globally. In addition to evaluating long investments, he identified healthcare short investments for several of Bernstein’s hedge funds. When Bernstein launched sector portfolios (an internal Bernstein product launched in 2003), Michael served as the healthcare sector leader. Prior to Bernstein, Michael worked in the investment banking/equity capital markets division of JP Morgan, where he focused on biotechnology and healthcare equity offerings. Before entering finance, Michael spent three years in clinical medicine. He completed his surgery internship at Indiana University Medical Center, followed by two years of surgery and otolaryngology residency at Columbia Presbyterian Medical Center in New York. Michael earned a MD from The Ohio State University College of Medicine, where he graduated summa cum laude. He earned his undergraduate degree in biomedical engineering from Tulane University where he graduated summa cum laude with departmental honors. Source

As the fiscal brakes start to come off of Europe, how can investors begin to take advantage of investment opportunities that are on the horizon? Many viewed the early days of the Trump presidency as negative, but could that view shift as pressure increases to move Europe closer together? Early movements are pointing towards a union of capital markets and banking, which could result in the breaking of financial barriers that have frozen Europe’s growth in recent years. In this episode, Kieran Cavanna, CIO, Old Farm Partners and host of the Thematic Investors podcast welcomes Johnny de la Hey, Founder, Hunters Moon Capital, to discuss how the stars are aligning for investors in the European banking system, and how the financial system is driving capital and risk-free returns for shareholders. Johnny, an industry veteran, returns to the financial markets this year, having developed his career at Tiger Management and then managing the well-known Toscafund. His big new London launch is Hunters Moon Capital, which we will explore in terms of strategy and focus, along with the following: how have rate adjustments have helped European banks outperform some of their US counterparts and why real estate credit losses never really fully materialized across Europe? securitization levels across Europe and the US, and where each region stands coming out of the 2008 financial crisis. how a weak-dollar policy could impact banking investment strategies for hedge funds like Hunters Moon Capital. fintech start-ups and how to identify the right targets to invest in when it comes to regions or platforms. what peripheral markets (Greece, Argentina, Portugal, Japan) are worth a look at when targeting bank investments. where does he see insurance and reinsurance deals happening and are the promise of significant returns in this sector achievable. And more. Connect with Johnny de la Hey Hunter’s Moon Capital ir@huntersmooncap.com Hunters Moon Capital is a newly launched investment firm founded by industry veterans Johnny de la Hey and Hugh Rance, formerly of Toscafund, with Johnny also having previously worked at Tiger Management. Headquartered in London, the 13-person team is focused on global financials and equity capital markets, drawing on the founders’ successful track records and predecessor strategies. The firm officially launched its funds in February 2025, backed by substantial internal capital and supported by a select group of U.S. family offices and institutional investors. Johnny de la Hey serves as Portfolio Manager of the Crescent Fund, one of the firm’s two flagship strategies. The Crescent Fund is a global long/short equity fund with a focus on financials, particularly across Europe and the UK. Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Source

In the world of institutional investing, many trailblazers didn’t start in finance. This field boasts talents from backgrounds, including musicians, philosophers, and even physicists. Take Val Zlatev, for instance. Originally a physicist, his journey took a thrilling turn during a Chicago event when he visited the commodities exchange. Upon looking down at the trading floor he saw enthusiasm and energy that he imagined could be larger and more exciting than the amount of energy in physics for the last 500 years. He was hooked. In this latest episode of the Thematic Investors podcast, Val Zlatev, Portfolio Manager and Partner, Analog Century Management sits down with host Kieran Cavanna to discuss hard technology and agentic AI investing. This discussion focuses on the core belief that as a thematic investor, you develop a conviction and ultimately decide whether you can create capital from your thesis. Key discussion points include: How to recognize, and formulate a solid investing strategy on what you know and understand about the markets. What exactly is the true potential of AI, how are chain-of-thought models evolving, and how likely is it that we will experience a terminator moment in the future. What makes models like DeepSeek so unique, and what Val sees in their evolution and how Elon Musk and Meta might be involved. Is the investment industry right to panic in their assessment of scaling laws being broken and AI reaching a peak? What does Val believe about broad cyclical trends and what may or may not be coming from Silicon Valley. What is the state of play in China as it relates to hard technology and cutting-edge semiconductors. And more. Previous Episode of Interest: Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead Connect with Kieran Cavanna: LinkedIn: Kieran Cavanna Old Farm Partners Kieran Cavanna is the Co-Founder and CIO of Old Farm Partners. Old Farm is a hedge fund allocation firm focusing on small and mid-sized hedge funds, as well as co-investment opportunities with $600m under management. Prior to Old Farm, Mr. Cavanna worked at Soros Fund Management where he served as the Head of the External Manager Selection team. Mr. Cavanna and his team performed due diligence on and allocated to a select group of hedge funds that deployed a wide variety of hedge fund strategies. Prior to Soros, Kieran was a Partner and the Head of Research at Titan Advisors, a $5b fund-of-hedge funds. In total, Mr. Cavanna has been allocating to hedge funds for 18 years. Mr. Cavanna started his financial career at KPMG Consulting as Senior Analyst. Mr. Cavanna graduated from the University of Richmond with a BA and received an MBA from Vanderbilt University. Connect with Val Zlatev: LinkedIn: Val Zlatev Analog Century Management Please note, the information covered and posted represents the views and opinions of the guest, and does not necessarily represent the views or opinions of Vidrio Financial and or our host, Kieran Cavanna. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding investment planning. Source

Exploring the depths of distressed investing can occasionally uncover undeniable proof that the asset is far from lifeless, revealing a scenario much more promising than the market price once suggested. All it takes is a catalyst to turn a dead investment into an opportunity with huge asymmetric returns. In the latest episode of the Thematic Investors podcast, host, Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners sits down with the ‘dynamic duo’ of PlusTick Management LLC – Tommy Hill, Managing Partner and Portfolio Manager, and Adrian Keevil, Managing Partner and Portfolio Manager. Tommy and Adrian discuss: investment risk taking and what it truly mean to be a distressed investor when you’ve beaten the MSCI World benchmark. their distressed flags that they target to highlight a potential investment opportunity and why they’re constantly swinging the bat to hit winners out of the park while insulating them from any larger losses. how investing in one distressed investment (regardless of oil, gas, AI, datacenters, telecom, etc) could lead to many other investments that have been overlooked, yet hold an opportunity for stronger upswings. the application of models to aid their thesis in distressed opportunities and how to understand the business, key stakeholders, outstanding litigation cases, and more. what is stakeholder theory and how it can help predict what a distressed opportunity will look like in the future. why they largely ignored early investing advice from past mentors, stating ‘nothing with wheels’, and how it played out with American and US Air. And more All opinions expressed by Tommy Hill, Managing Partner, and Senior Portfolio Manager, and Adrian Keevil, Managing Partner, of PlusTick Management, LCC in this podcast (the “Podcast”) are solely their own opinions and do not necessarily reflect the opinion of PlusTick Management, LLC. This Podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PlusTick Management, LLC may maintain positions in the securities discussed in this Podcast. This is not an offer to sell, nor a solicitation of an offer to buy, any security in any fund managed by PlusTick Management, LLC. The statements and opinions contained herein may change at any time, based on market or other conditions. This Podcast includes forward-looking statements, including projections of future economic conditions, and information that is provided for illustrative purposes. PlusTick Management, LLC does not make any representation, warranty, guarantee, or other assurance whatsoever that any of such forward-looking statements will prove to be accurate.   Connect with Tommy Hill and Adrian Keevil: LinkedIn: Tommy Hill LinkedIn: Adrian Keevil PLUSTICK Partners Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Source

Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode of the Thematic Investors podcast, Kieran Cavanna is joined by Gavin Baker, CIO & Managing Partner, Atreides Management, LP. Gavin shares how his love of history and games of chance ignited his enthusiasm for technology investing. Additional key points discussed in this podcast with Gavin include: how he said goodbye (momentarily) to the dream of living in a pickup and rock climbing and doubled down on investing in technology-themed investments. throughout history, starting from the era of the steam engine, we have observed the emergence of technological bubbles that often herald a new wave of investment opportunities. As we contemplate the rise of AI, the question arises: could we be on the brink of another such transformative bubble? how can VC’s or private equity firms take advantage of data center investments for the future. the challenges that numerous multi-billion dollar startups encounter in this industry and the significant risks associated with investing in them, particularly with the formidable presence of industry giants such as Google, Meta, and Microsoft and the rest of the Magnificent Seven.. how his time at Fidelity prepared him with an ‘investing lens’ to see the truly different CEOs of our time. He explains how it’s almost like watching Jordan play basketball and comparing the way Elon and Jensen run Tesla and Nvidia. how his parents’ love of literature and history helped him open his imagination to technology investing across both public and private asset classes. And more. Resources: Technological Revolutions and Financial Capital by Carlota Perez Google: Attention is All You Need Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna About Gavin Baker: Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, LP. In addition to overseeing investments and research at Atreides, he is responsible for the firm’s day-to-day portfolio management. Prior to founding Atreides in 2019, Gavin was at Fidelity Investments from 1999 to 2017, most recently as the portfolio manager of the Fidelity OTC Portfolio from 2009 to 2017. He also helped spearhead Fidelity’s venture capital investing from 2013 to 2017. Prior to managing the Fidelity OTC Portfolio, he was a portfolio manager of the Fidelity Select Wireless Portfolio from 2007 to 2011, the Fidelity Select Telecommunications Portfolio from 2007 to 2009, and the Fidelity Select Pharmaceuticals Portfolio from 2002 to 2005. Gavin started his career at Fidelity as an analyst and focused on semiconductors, pharmaceuticals, retail, consumer packaged goods, and telecommunications. Gavin earned an AB in economics and history from Dartmouth College. Please note, the information covered and posted represents the views and opinions of the guest, and does not necessarily represent the views or opinions of Vidrio Financial and or our host, Kieran Cavanna. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding investment planning. All opinions expressed by Gavin Baker in this podcast (the “Podcast”) are solely his own opinions and do not necessarily reflect the opinion of Atreides Management, LP (“Atreides”). This Podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Atreides may maintain positions in the securities discussed in this Podcast. This is not an offer to sell, nor a solicitation of an offer to buy, any security in any fund managed by Atreides. The statements and opinions contained herein may change at any time, based on market or other conditions. This Podcast includes forward-looking statements, including projections of future economic conditions, and information that is provided for illustrative purposes. Atreides does not make any representation, warranty, guarantee, or other assurance whatsoever that any of such forward-looking statements will prove to be accurate. Source

Looking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great success stories are made. In this week’s episode of the Thematic Investors podcast, host Kieran Cavanna, speaks with guest James Davolos, Portfolio Manager, Horizon Kinetics who shares his methodology on tackling high inflationary markets while becoming a rising star in the value investing space. James also covers: his early hotel beginnings on the New Jersey Shore and how that evolved to the trading desk at Horizon Kinetics. the end of the ‘Goldilocks’ scenario of low inflation, volatility, interest rates, and how the playbook has changed from the last 10-20 years. what it means to be a bottom-up investor, going after investment opportunities using unconventional data collection techniques. the prevailing logic around the topic of “immaculate disinflation” and whether investors are considering the full picture? easy gains in AI for investors, and what does the full net benefit look like over time. And more Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Connect with James Davolos: LinkedIn: James Davolos HorizonKinetics.com Source

In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain that supports them, this industry is always driving forward. In our latest episode of the Thematic Investors podcast, host, Kieran Cavanna, speaks with Alan Bezoza, Managing Director, Liquid Strategies at DigitalBridge Investment Management. The conversation will touch on the evolution of the telecom sector, cloud wars (both 1.0 and 2.0) and the overall ecosystem, future trends, and a lot more. Alan covers: how his early intellectual curiosity led to a career in telecom investing by blending an inner tech nerd with financial analyst expertise. the demand for power, space, and connectivity in the cloud ecosystem and how the shift to AI is driving change in this area. how is the industry balancing the power hunger of servers and the data centers that are being built to meet the needs. The power requirements for AI and the need to move data centers to areas with cheaper power what plans are in place by the likes of Google, Microsoft, and Amazon to enhance AI in Cloud Wars 2.0. how the investment narrative in supply and demand change depending on semiconductor analysts vs. data center analysts. why many analysts viewed cable as a product that couldn’t scale, and yet DSL ended up being the biggest loser in the telecom battle.. why are Comcast and Charter floundering, while T-Mobile and Verizon are adding almost a million subscribers per quarter. why Denver is such a linchpin for the telecom industry. Speculation on the future of telecom, chips, artificial intelligence, and longer-term increments. And more! Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna Connect with Alan Bezoza: LinkedIn: Alan Bezoza Website: DigitalBridge About Alan Bezoza: Alan Bezoza is a Managing Director of Liquid Strategies at DigitalBridge Investment Management with a focus on public equity securities within the Technology, Media, and Telecom sectors. Mr. Bezoza has spent over 20 years researching and investing in the TMT sector with a particular focus on the global Communications and Media Ecosystem, which includes media, cable, telecoms, mobile towers, data centers, communications technology, data networking, and their respective supply chains. Prior to joining DigitalBridge in 2020, Mr. Bezoza was a Partner and Sector Head at Dorsal Capital, a market-neutral hedge fund, where he focused on the Media, Telecom, and Communications Technology sectors. Prior to Dorsal, he spent over seven years at Janus Capital, where he was a Senior Analyst and Co-Sector Lead of the Communications investment team that included the Telecom, Media, and Internet sectors. Mr. Bezoza previously worked in equity research as a Senior Vice President at both Oppenheimer and Friedman Billings Ramsey. He has published numerous industry white papers, appearing in print and financial news outlets (CNBC, Bloomberg, WSJ, etc.), and has keynoted industry conferences. In 2005, he was recognized by The Wall Street Journal as a “Best on the Street” analyst for his stock picks in the Broadcasting and Entertainment sector. Mr. Bezoza started his career at Lazard Asset Management, where he worked on the Emerging Markets and International small-cap portfolios. Source

Back in 1962, President Kennedy declared that by the end of the decade the United States would have a man on the moon. Energy transition is an entirely different animal where the technology, consumer sentiment, and politics will require further progress before we can declare victory. In this inaugural episode, Kieran Cavanna, CIO, Old Farm Partners and host of the Thematic Investors podcast, is joined by Todd Kantor, Founder and Managing Member of Encompass Capital Advisors LLC. This is a critical podcast for those interested in energy transition and the investment strategies that are required to play in this arena. Kieran and Todd discuss: How Todd and the Encompass team define above and below surface risk, and how they apply it in investment decisions today. Are we fighting a losing battle in climate change if China emissions have increased over 7 billion tons since 1999? How much are Americans willing to spend in the fight on climate change? Hint: there’s a significant mismatch between responses and what’s actually needed. The difference in active investing and passive investing in this sector. The critical importance of data analytics, and why being a data junkie is especially important when analyzing energy transition strategies. And more! Any statements provided by Encompass Capital Advisors LLC are for informational purposes only and shall not constitute an offer to sell or a solicitation to buy any investment product or services offered. While all the information discussed is believed to be accurate, Encompass makes no express warranty as to its completeness or accuracy, nor can it accept responsibility for any errors. The views and opinions expressed maybe forward looking and are subject to change without notice. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which occur. Connect with Kieran Cavanna: Old Farm Partners LinkedIn: Kieran Cavanna To learn more about our host visit: https://www.vidrio.com/blog/thematic-investors-podcast-kantor-encompass About Todd Kantor: Todd Kantor is a founder and Managing Member of Encompass Capital Advisors LLC, an SEC-registered investment adviser. He has over 21 years of experience in the global energy markets as a portfolio manager, analyst, trader, and investment banker. Mr. Kantor is the Portfolio Manager of the Encompass Funds. Mr. Kantor manages an alpha-driven long/short equity strategy focused on bottom-up fundamental research analysis across a variety of global energy sub-sectors which include traditional exploration & production, and oil field services, energy transition, renewables, and energy-related cyclical sub-sectors. Encompass Capital launched on February 1, 2012, when Mr. Kantor and his core team spun out from Citadel LLC PioneerPath Capital platform where Mr. Kantor managed an energy-focused portfolio from May 2008 to January 2012. With a team of fifteen professionals, Mr. Kantor oversees an eight-person investment team. The Encompass investment process developed by Mr. Kantor is underpinned by rigorous modeling of equities and commodities, coupled with extensive data analysis and communication with management teams globally. Mr. Kantor started his career at JP Morgan in the Global Oil & Gas Investment Banking Group, and subsequently held analyst positions at Solstice Equity Management, a fund within the Bass Brothers Taylor Fund L.P, and Touradji Capital, a “Tiger cub”. Mr. Kantor has a B.B.A. degree from the Goizueta Business School at Emory University with a concentration in Finance.   Source