Navigating Small-Cap Investments

This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academy

Raj Shah and Cullen Rose of Stoic Point Capital Management join OPM to explore their winding path to scale and how adapting to the opportunities from the SPAC boom of 2021 brought them new investors and strategies. They also discuss how AI has drastically changed their investing process and their cost structure, the importance of negotiating and changing service providers, and why hedge fund marketing is an active endeavor.

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