My guest on the show today is Whit Huguley, the Portfolio Manager at River Oaks Capital. Whit is a microcap specialist who has been running this portfolio full time since early 2020. Whit puts together one of the most comprehensive quarterly letters I have ever seen—in many cases discussing all the companies in his portfolio. As I learned more about his process and philosophy I became curious about:

• Why he first became interested in microcaps;
• The checklist he uses to evaluate stocks;
• His rationale for investing in small banks and financials;
• Why he places so much value on traveling to meet with companies; and
• How he approaches the topic of when his companies will eventually get valued properly

For more information about River Oaks Capital, please visit: https://www.riveroaks-capital.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.