Capital Ideas Podcast
Small-cap stocks: Turning over many rocks in search of a few gems
Jul 4, 2024
Capital Group portfolio manager Dimitrije Mitrinovic shares insights on uncovering hidden gems in small-cap stocks, emphasizing the importance of patience and boldness. He discusses characteristics of small companies, Sweden's business environment, and his passion for investing. The podcast delves into investing principles, management quality, successful stock picks, industrial companies, and portfolio managers' favorite books and travel hacks.
25:00
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Quick takeaways
- Recognizing the fragility of small businesses and need for quick error recognition is crucial in small-cap investing.
- Success in small-cap investing lies in identifying scalable companies with effective management and capital allocation skills.
Deep dives
Importance of Bold Action and Disciplined Patience in Small Cap Investing
Investing in small cap companies requires recognizing the fragility of smaller businesses, the need for quick error recognition, and the importance of finding scalable companies with effective management. Success lies in identifying companies that can grow significantly and have competent capital allocation skills.
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