

The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund
Jul 25, 2024
Mathieu Martin is a microcap specialist and Portfolio Manager of the Rivemont MicroCap Fund, with a keen eye on Canadian stocks. He shares how his love for microcaps ignited and discusses the inefficiencies he observes in this market. U.S. investors often overlook these opportunities, but Mathieu highlights the current undervaluation of Canadian microcaps, especially in sectors like technology and healthcare. He also reflects on the lessons learned from a tough year in 2022 and emphasizes the importance of disciplined research and risk management in navigating this unique investment landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
From Poker to Microcap Investing
02:06 • 7min
Unlocking Canadian Microcap Opportunities
08:52 • 10min
Concentrated Investment Strategies
18:28 • 5min
Investment Philosophy in MicroCap Portfolios
23:56 • 3min
Investing in Canadian Microcaps
26:41 • 21min
Unlocking Canadian Microcap Opportunities
47:24 • 19min