Red Flags, Risk & Reward: Plato's Dr David Allen on Global Long/Short Investing
Description
In this episode of Invest it Best, Ted Richards spoke with with Dr David Allen, Portfolio Manager of the Plato Global Alpha Fund, a high-conviction long/short strategy with a strong track record of generating alpha across global markets.
Ted explores David’s unique journey from professional sport to global fund management, and he also dives into:
Plato Global Alpha Fund systematic approach to stock selection
Some red flags investors may not consider
Navigating Trump-era trade risks and U.S. exposure
Why certain companies make it through the checklist - and others don’t
Where David sees opportunity as we head into the back half of 2025
Whether you're interested in behavioural signals, market inefficiencies, or just want a global perspective grounded in experience this conversation is packed with practical insights.
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