Aperture Investors

10/03/2023

Exciting to see Aperture’s Founder and CEO, Peter Kraus, speaking live from this morning with David Ingles on Television.

The interview begins at 14:28

Daybreak Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lun...

09/06/2023

As Aperture’s strategies recently hit multi-year milestones in their track records, Aperture Investors' is pleased to welcome JK Brown to our Board of Directors. With JK’s added support, our Board will continue to pursue our mission of aligning our outcomes with those of our clients.

Aperture Investors Announces the Appointment of James Keith (JK) Brown to Board of Directors

10/07/2022

Looking forward to Peter Kraus joining Michael Santoli around 4:30pm ET today on CNBC.

08/29/2022

Aperture CEO Peter Kraus was on Bloomberg Wall Street Week to talk about interest rates, inflation and market volatility.

Liz Ann Sonders, Charles Schwab Chief Investment Strategist and Peter Kraus, Aperture Investors Chairman CEO & Former AllianceBernstein Chairman CEO talk abo...

05/06/2022

Does the prevailing model of fixed fees create an incentive to grow assets rather than produce outperformance?

On Wednesday 11 May at 2pm EDT, Richard Lander, Director of Citywire Engage, will be joined in discussion by a panel of leading advisers along with our CEO Peter Kraus, Jennifer Hutchins (Manager, Portfolio Management Group at Avantax Wealth
Management), Michael Crook (CIO at Mill Creek Capital) and RJ Smolenski (Director of Research at Pitcairn)

Here's the link to sign up: https://bit.ly/3KRLyo6

Whether it’s the NFL, Hollywood or big tech, greater talent generally means higher pay. Why should asset management be any different? The inconvenient truth is that most of the time, success is not rewarded nor is failure penalized appropriately. Here’s the big question: Does the prevailing mode...

02/16/2022

In his latest video, portfolio manager Anis Lahlou points out that value seems to be acting as a cushion for European equities as inflation worries continue.

02/04/2022

Aperture CEO Peter Kraus was on CNBC's ‘Squawk Box’ this week to talk about interest rates, fixed income markets and the Federal Reserve.

Peter Kraus, chairman and CEO of Aperture Investors, joins CNBC's 'Squawk Box' to discuss the Federal Reserve, interest rates and markets.

12/01/2021

Our portfolio Peter Marber was on CNBC Arabia to talk about emerging markets, oil prices and COVID.

11/04/2021

Portfolio manager Shikhar Ranjan and team spent some time this week discussing “green” capital expenditures as a potential driver of inflation.

https://apertureinv.es/3bE7O5N

What is the amount of incremental capital expenditures needed to achieve global “Net Zero” targets?

10/27/2021

Portfolio Manager Shikhar Ranjan shares his latest thoughts on inflation, liquidity, and reactions of the fixed income market.

https://apertureinvestors.com/inflation-vs-liquidity/

The news flow about inflation keeps intensifying this week. All of our research analysts heard companies talk about pushing through price increases to overcome cost increases related to global supply chain disruptions.

10/25/2021

With nearly 2 months to go to the year end and an anticipated Q3 earnings season around the corner, Anis Lahlou shares his thoughts on European equities what we should be looking out for next.