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Conversations with some of the world's best asset managers. AUM explores what it takes to generate outstanding investment outcomes in modern financial markets. A.U.M. is a FinChat Podcast. FinChat is a stock research platform that provides complete financial data on all companies globally.
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🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: [email protected] Finchat: My ...
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Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive …
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Alex Fitch - Eliminating Ego and Finding Value
55:19
55:19
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55:19
In this episode of AUM, we interview Alex Fitch, the Director of US Research at Harris | Oakmark. Alex discusses the complexities of investing, the importance of balancing ego and clear thinking, and the intrinsic challenges of admitting mistakes. Alex shares his journey into investing, his disciplined approach to value investing, and how he target…
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Barry Schwartz - What It Takes to Manage Other People's Money
46:50
46:50
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46:50
In this episode of AUM, we interview Barry Schwartz, the Executive Vice President and Chief Investment Officer of Baskin Wealth Management. Barry shares insights from his 2+ decades of experience in the investment industry, discussing the evolution of markets from the dot-com bubble to today's AI and technology-driven environment. The conversation …
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Todd Ahlsten - Durable Moats & Increasing Relevance
56:56
56:56
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56:56
In this episode of AUM, host Ryan Henderson sits down with Todd Ahlsten, Chief Investment Officer of Parnassus Investments. Todd shares his journey from a 22-year-old intern to leading a firm managing $46 billion in assets, reflecting on key experiences that shaped his investment philosophy. The conversation delves into the dynamics of the semicond…
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Shreekkanth Viswanathan - A Concentrated, Quality Investor
1:11:58
1:11:58
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In this podcast, we interview Shreekkanth Viswanathan, founder and portfolio manager of SVN Capital. Shree shares his investment journey, from studying in India and moving to the US, to founding SVN Capital in 2018 after extensive experience in portfolio management at various firms. Shree discusses the importance of making independent investment de…
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Investing in the age of tariffs and uncertainty
12:38
12:38
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12:38
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do! Connect:Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamt…
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Jeremy Deal - Searching For Unrecognized Earnings Potential
1:01:13
1:01:13
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In this episode of AUM, we are joined by Jeremy Deal, the founder and portfolio manager of JDP Capital Management. Jeremy shares insights from his non-traditional background in asset management and elaborates on his investment philosophy, which focuses on identifying companies with significant unrecognized earnings potential. Jeremy discusses the i…
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Jan van Eck - Finding Secular Trends Early
42:12
42:12
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42:12
In this episode of AUM, we are joined by Jan Van Eck, CEO of VanEck. VanEck has been a pioneer in asset management and ETF industry since 1991. Jan delves into the intricate dynamics of recessions, inflation, and government spending. They explore VanEck's investment strategy, focusing on macro trends such as technological advancements, political sh…
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Bob Robotti - Finding Opportunities In Cyclical Industries
44:49
44:49
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44:49
In this episode of AUM, we are joined by Bob Robotti, President and Chief Investment Officer of Robotti & Co. Bob delves into his career in value investing that spans over five decades. Bob shares insights on the cyclical nature of finance versus the cumulative nature of science and engineering. He recounts his early auditing experiences with Tweed…
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Tobias Carlisle - Searching For Deep Value
57:58
57:58
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On this episode of AUM, we are joined by Tobias Carlisle, the Founder and Managing Director of Acquirers Funds. The discussion delves deep into Tobias' journey from corporate law in Australia to becoming a prominent figure in value investing. Tobias explains his investment strategy, including the development of the Acquirer's Multiple, and explores…
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Bill Nygren - A Modern Approach to Value Investing
1:01:45
1:01:45
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On this episode of AUM, we are joined by Bill Nygren, a renowned portfolio manager at Harris | Oakmark. Bill details Harris | Oakmark's rigorous investment process, including the pivotal Tuesday meetings, devil's advocate reviews, and the importance of intellectual tension. Bill also dives into some notable investments including General Motors and …
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John Rotonti - Building a Winning Research Process
58:07
58:07
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On the inaugural episode of AUM, we are joined by John Rotonti, the Portfolio Manager of the Industrial and Infrastructure strategy at Islamorada Investment Management. John shares his experience from his early days at The Motley Fool and how personal circumstances led him into the world of finance. He discusses his investment process, role models,…
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Welcome to AUM, the podcast that takes you behind the scenes with the world's premier asset managers. Each episode dives deep into the processes, strategies, methods, and hard-won lessons from investing masters who have achieved exceptional results in today's complex and adaptive markets. AUM is proudly produced by FinChat, an AI-powered equity res…
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Investing in China: A Conversation with AJ Button
45:19
45:19
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45:19
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China. Links: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: [email protected] …
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Reflections on 2024 + 5 Stocks to Watch in 2025
32:02
32:02
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32:02
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do!Connect:Newcomer Investor on X: https://twitter.com/NewcomerInvestNewcomer Investor Email: iamthe…
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Fairfax Financial: Canada's Hidden Gem
2:19:20
2:19:20
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2:19:20
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by Asheef Lalani for an in-depth analysis of Fairfax! Please note, this conversation was recorded on November 4th. As a result, any references to specific future dates/events i…
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The Art of Quality Investing: A Conversation With Aria
1:27:16
1:27:16
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1:27:16
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks.Please note, this conversation was recorded on October 19th. As…
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Financial Freedom Through Dividends: A Conversation With Nelson Smith
1:41:22
1:41:22
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1:41:22
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Nelson Smith, founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective …
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Mahima Poddar - EQ Bank: Canada's Challenger Bank
43:26
43:26
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43:26
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Mahima Poddar, Senior Vice-President and Group Head, Personal Banking at EQ Bank. We explored EQ Bank’s innovative Challenger mindset, their cutting-edge products, and how they…
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The case for Dividend Growth Investing: A Conversation with Mike Heroux aka The Dividend Guy
57:28
57:28
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57:28
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW TheDividendGuy on Twitter:…
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