The AIM students learned about thematic investing
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| Joe Frohna of 1492 Capital Management |
Joe Frohna, 1492 Capital Management’s founding principal and
portfolio manager of the Growth Strategies and Core Alpha Strategy funds, was the
guest speaker in the AIM program on Friday.
Mr. Frohna, seasoned manager of public and private funds for
institutional and individual investors since 1997, founded 1492 Capital Management.
This Milwaukee-based investment firm focuses on finding small cap companies
with superior growth characteristics. As he told the students, 1492 deploys a
thematic approach in an attempt to leverage their fundamental research to
identify key companies that will be participating in a particular high growth
area of the economy.
Dr. Krause stated, “We enjoyed talking about emerging
investment themes with Mr. Frohna. The students found his discussion about
emerging companies and technologies to be fascinating. I know that they will
begin looking at their sectors differently following Joe’s talk.”
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| Nick Christman, Joe Frohna and Dr. David Krause discuss IHS Markit an international financial services firm |
Mr. Frohna also talked to the students about micro-cap equity
investing. He discussed his approach to
screening and identifying attractive opportunities. In 1997 he became the
portfolio manager of the nationally recognized First American Small Cap Growth
Opportunities Fund (formerly the Firstar Small Cap Growth and Firstar Microcap
Fund). His experiences and thoughts about how to evaluate stocks in the
micro-cap space were appreciated by the AIM students.
