Planet MicroCap Podcast | MicroCap Investing Strategies

Building a Small/MicroCap Strategy from Scratch with Brian Bares, Founder, Portfolio Manager, and Research Analyst at Bares Capital Management

Mar 5, 2024

Brian Bares discusses building a small/microcap strategy from scratch, navigating competitive advantages in 2024, and the joy of discovering hidden gems in the microcap sector.

55:44

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Episode guests

Brian Bares

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Quick takeaways

To succeed in small microcap investing, articulate a unique strategy to attract investors and focus on businesses with high compounding potential and growth.

Understanding the evolving nature of competitive advantage in the face of technological disruptions is crucial for successful investing in the current market.

Deep dives

Building a Small Microcap Strategy

Success in the small microcap space requires a repeatable investment edge, allowing investors to outperform amidst an increasingly efficient market. Articulating this edge to potential investors boosts interest. It's crucial to focus on what makes a strategy stand out, be patient, and invest in businesses with a high potential for internal compounding and growth.

Focus on Niche Industries

01:21

Importance of Selectivity in Small Micro Investing

01:21

Evolution towards a concentrated and institutional allocation approach

01:24

Building a Repeatable Investment Edge

01:20

Introduction

3min

Exploring the Evolution of Microcap Investing with Brian Bares

2min

Journey into Microcap Investing

31min

Crafting a Small/Microcap Strategy for Institutional Investors

9min

Navigating Competitive Advantage in 2024

8min

Passion for Microcap Investing and the Joy of Discovery

3min

My guest on the show today is Brian Bares, Founder, Portfolio Manager, and Research Analyst at Bares Capital Management. I had the opportunity to meet Brian at Ian Cassel's MicroCapClub Leadership Summit last year in Chicago, where he participated in a Q&A with Connor Haley and Ian. Brian has an incredible background and vast amount of experience, not just investing in Small/MicroCaps, but also building a small/microcap strategy from scratch. In our conversation today, we talk about what it takes to launch a small/microcap strategy, how that process has changed in the last 25 years and how to differentiate yourself in order to stand out in a now crowded field of talented investors.

For more information about Bares Capital Management, please visit: https://barescapital.com/

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

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The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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