When you look at our portfolio today, many things are down but I think by and large, they're all buys because the story is as good or better. We are really focused on finding companies where we can buy more of them when they go down. It's less about total amount of capital and more about what we've learned. Par was one of the few companies in that era where you can categorically say the juice is worth the squeeze.
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
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