Compounders Podcast cover image

The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund

Compounders Podcast

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app