EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy

Deconstructing Alpha

Nov 4 2022 • 48 mins

Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy.  Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing.

We deconstruct the importance of security selection, the opportunities before us, the inefficiencies, and risk aspects of small stock investing.  After listening to this, you might be left pondering, who would index this space?

Buckle up, ear bud up, or grab the dog and go for a walk.  What a rare treat this interview is.