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Intelligent Fanatic: Ian Cassell gives a masterclass in microcap investing to Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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The Capacity Constraint of a Private Fund

"This is a capacity constrained investment strategy. There's going to be a plain time that's just going to, I'm just going to have to shut it down or turn it into more of a private fund structure," he says. "If there's one place to be in the public markets, it's in small, illiquid microcaps because it's real."

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