Compounders Podcast
Investing in Triple Threat Small Cap Companies with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners
Dec 6, 2023
In this engaging discussion with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners, he shares insights on investing in neglected small-cap stocks and identifying those at pivotal moments. He highlights sourcing strategies and the importance of portfolio diversity. Jimmy also discusses balancing defensive investments with growth potential and ensuring alignment between management and shareholder interests. Unpacking the significance of proxy statements, he offers a unique perspective on evaluating company management and navigating market challenges.
57:49
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Quick takeaways
- Harvey Partners identifies underappreciated small-cap stocks at critical inflection points, leveraging narrative-driven insights for investment opportunities.
- The management credibility index plays a vital role in evaluating companies, ensuring alignment between management's commitments and shareholder interests.
Deep dives
Efficiency in Data Management
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