
The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund
Compounders Podcast
Unlocking Canadian Microcap Opportunities
This chapter explores investment strategies focused on portfolio allocation, particularly in Canadian microcap stocks. The discussion highlights the dynamics of market efficiency, idiosyncratic opportunities, and the distinct advantages of investing in undervalued sectors like industrials, IT, and healthcare. The speakers also share insights on their operational approach, emphasizing the value of thorough research and adaptability in capturing unique investment opportunities.
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