For this episode of the Planet MicroCap Podcast, I spoke with Shreekkanth (“Shree”) Viswanathan, President and Portfolio Manager at SVN Capital, Steven Kiel, Founder and CIO of Arquitos Capital and Keith Smith, Portfolio Manager of Bonhoeffer Capital Management. We did a similar Willow Oak roundtable conversation back in 2020, and thought I'd bring the crew back together for a temperature check on 2022. I really appreciate everyone's take, and I think you will too, on what we're experiencing in 2022, how we got here, what's ahead and why all three guests are embracing the idea, to one degree or another, that the Special Situation right now is finding Growth-Oriented Firms Using Value Framework.
For more information about Willow Oak Asset Management, please visit: https://willowoakfunds.com/
Shree Viswanathan
Website: https://www.svncapital.com/
Twitter: https://twitter.com/SvnCapital
Steven Kiel
Website: https://www.arquitos.com/
Twitter: https://twitter.com/Steven_Kiel
Keith Smith
Website: https://www.bonhoeffercapital.com/
Twitter: https://twitter.com/Bonhoeffer_KDS
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