3min chapter

Compounders Podcast cover image

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

Compounders Podcast

CHAPTER

Investment Philosophy in MicroCap Portfolios

This chapter explores the investment strategy focused on microcap companies, highlighting key characteristics like growth potential, profitability, and management quality. It also discusses how to identify competitive advantages while steering clear of commodity-based businesses to enhance valuation assessments.

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