Investing in Orphaned Securities

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The 80W Nativity fund was founded in 2011. Adam Savniet says he has a long history as an investor and entrepreneur. He started screening for companies with high insider ownership, high return on invested capital. "I basically said, I'm going to jump off the cliff and start the fund"

On today’s Manager Meeting, Savneet Signh interviews Adam Wyden. Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public technology company, the Chairman of CoVenture, and a past guest on Capital Allocators earlier this year, sharing his unique perspectives as a successful operator and investor. Adam is the founder and Managing Partner of ADW Capital, a $350 million concentrated, small cap, long-biased fund he launched with $0.5 million in 2011. ADW’s largest position is PAR Technology. Their conversation covers the launch of ADW, the evolution of the fund’s strategy from activism to quality, research process, lessons learned, and opportunities going forward. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership