Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Eti Amegor of Axius Partners & www.suitsandkicks.com joins us to talk allocating and investing in the strange current environment.
0:52 – Opportunities during the coronavirus
1:55 – Current investor trends regarding liquidity
3:30 – The new private equity fund being launched by Eti’s firm
6:30 – Why the coronavirus is the best environment for active investment managers
8:00 – Life Sciences stocks and the coronavirus
9:30 – Mike talks through Moderna, which focuses on drug discovery and development based on messenger RNA
10:50 – Eti and Mike talk Afterpay (again)
14:00 – The endgame… Afterpay vs Paypal
16:55 – Why Frazis Capital does not buy Big Tech
17:10 – Mike introduces MercadoLibre, a new portfolio holding
18:30 – Mike introduces Sea, another new portfolio holding
20:00 – Shopify has performed superbly… is it still worth the valuation?
23:55 – Investment thematics within Frazis Capital Partners
25:20 – Mike discusses three digital health investment opportunities
28:30 – Frazis Capital’s recent approach to a more diversified portfolio construction
34:30 – The fund’s approach to adding new positions to the portfolio
37:10 – The underperformance of 70+ stock portfolios
41:00 – The issues that fund managers face when running highly consolidated portfolios
43:50 – Why Eti believes that Frazis Capital is in the ‘sweet spot’
52:00 – Frazis Capital’s up and coming webinar
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