Capital Allocators – Inside the Institutional Investment Industry

Adam Wyden - ADW Capital (Manager Meetings, EP.37)

Sep 22, 2022

In this conversation, Adam Wyden, Founder and Managing Partner of ADW Capital, shares insights from his journey in small-cap investing. He discusses the strategic shift of his fund from activism to valuing stable, quality companies. Adam highlights the resilience of small-cap stocks, particularly in challenging markets, and explores the traits of ideal investors. The dialogue touches on the pivotal role of data-driven strategies, alongside personal anecdotes, emphasizing the grit needed for navigating investment challenges.

29:45

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Episode guests

Adam Wyden

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Episode notes

Intro

3min

From Activism to Strategic Investing

21min

Navigating Opportunities in Small-Cap Investments

2min

Understanding Ideal Investors and Personal Insights

2min

The Power of Grit and Data-Driven Investment Strategies

3min

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

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