Deconstructing Alpha

Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.
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EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets
Episode 29
Friday, 6 December, 2024

I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of. This interview is not to be missed. We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China. I am so proud and honored to bring you this podcast. So, tune in and enjoy your commute, your walk, or your workout. As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.