# 394. From uranium to frontier matters: finding value where others aren’t looking

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Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/394-from-uranium-to-frontier-matters-finding-value-where-others-aren-t-looking.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-04-29T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19099015-394-from-uranium-to-frontier-matters-finding-value-where-others-aren-t-looking.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19099015-394-from-uranium-to-frontier-matters-finding-value-where-others-aren-t-looking.mp3
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Duration seconds: 1129

## Resource

In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with SVS RM Defensive Capital manager Dr Niall O’Connor. This fund looks beyond traditional equities and bonds, focusing instead on overlooked, under-researched opportunities. From high-yield bonds and discounted investment trusts to commodities and frontier markets, the interview highlights how diversification is evolving. It als...

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