Stocks Neat
Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com
Stocks Neat
Special Episode | Inside the World of Alternative Assets with Navigator's Stephen Darke
Alternative assets are going mainstream — but are investors ready?
In this special episode of Stocks Neat, Steve Johnson is joined by Stephen Darke, CEO of Navigator Global Investments, to unpack the ever-expanding world of alternative assets: from hedge funds and seeding strategies to manager selection and structural risks.
With decades of experience allocating capital globally, Stephen shares what it takes to identify a repeatable edge, when to walk away, and why institutional lessons are now flowing into wealth channels.
“You can't just get excess returns across all cycles without giving something up, and what are you giving up… Liquidity.”
If you’ve ever wondered how alternatives can complement a core portfolio, or why liquidity isn’t always your friend, this episode delivers plenty of food for thought.