Alice Fricke serves as Senior Client Portfolio Manager on the Global Equity team, explaining the team’s investment philosophy, process and performance. Most of Alice’s experience is in the Asian and European equity markets. She began her career as a banker resident in Asia with Deutsche Bank and then, after returning to the U.S., covered the equity markets as a stockbroker and analyst at various firms before joining the Firm.
Alice Fricke, CFA
Senior Client Portfolio Manager
Tenure
-
24 YRS
Industry
-
7 YRS
Oppenheimer
- B.A. from Virginia Tech
- B.A. from Virginia Tech
Insights
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Beer comprises 75% of the global alcohol market, and rising mass affluence is bringing a shift to premium beers.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Chemical distributor Brenntag offers a service its customers are happy to have a vendor handle.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Greater corporate accountability is increasing the appeal of a number of Japanese companies.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Why the cruise industry could benefit from a rising tide of aging adults.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
Rising mass affluence plus growing consumer spending add up to long-term growth.
GrowthSpotting
Chief Investment Officer, Equities, Portfolio Manager
Senior Client Portfolio Manager
We focus on companies that are riding sustainable trends – not on timing markets.