In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Francesco Filia, CEO of Fasanara Capital, a global asset manager and technology driven-investment platform.
What led Fasanara to focus on fintech lending (0:28); has there been a dilution in fintech lending returns (2:43); the difference between fintech credit and other fixed income strategies (4:38); why Fasanara partnered with external fintech originators and didn’t build the platforms in-house (5:58); due diligence on fintech originators (7:38); evolution of due diligence (8:31); the role of alternative data (8:57); maintaining conviction across multiple platforms (10:03); misinterpreting global economic fragility (11:40); macro factors on fintech lenders (13:04); the biggest risks and downturns in fintech credit (13:50); the most compelling opportunities in digital finance (14:38).
