5min chapter

Compounders Podcast cover image

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

Compounders Podcast

CHAPTER

Concentrated Investment Strategies

This chapter examines the reasons for capping investment funds at $25 million, emphasizing the complexities of the micro-cap market. The speaker shares insights into their unique investment philosophy, focusing on a concentrated portfolio and adapting strategies based on prevailing market conditions.

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