James Davolos is a Portfolio Manager and Research Analyst at Horizon Kinetics. The New York-based asset manager and investment advisory firm manage over $4.5bn, an established industry presence for more than 25 years.
James is the co-portfolio manager of the firm’s new Inflation Beneficiaries ETF (INFL) and manages Horizon’s Internet Fund, as well as several private and institutional accounts. Having started on Horizon’s trading desk in 2005, James quickly progressed to begin his tenure on the investment team by December 2006.
We discuss what sets Horizon’s value, contrarian-oriented approach apart; James explains Predictive Attributes and how they give Horizon their edge; and finally, James takes me through the firm’s unique INFL ETF, up nearly 19% since inception in January – enjoy the interview!
Visit the Horizon page for more info on their INFL ETF:
https://horizonkinetics.com/products/etf/infl
...
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.