Is This the Best Time to Do What I'm Doing?

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From 1927 to 2010, the small that's growth in value outperformed large by about 400 basis points. "I feel like I'm a buyer of every single thing that I own right now," he says. He doesn't really have a view on the macro if it goes down more or not.

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 @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership