Capital Compounders Show Small Cap Hedge Fund Veteran: A Rare Conversation with David Fawcett (Epic Capital)
In this conversation, David Fawcett, Founding Partner of Epic Capital, shares insights from his extensive experience in hedge fund management, discussing the evolution of his firm since its inception in 2000. He reflects on navigating market challenges, particularly during the Great Financial Crisis, and highlights current investment opportunities reminiscent of past markets. Fawcett emphasizes the importance of active management in an era dominated by ETFs and outlines his investment strategies, which include a focus on value and growth, as well as identifying turnaround opportunities. He also discusses the dynamics of a concentrated portfolio and shares specific case studies of companies like MDA and Cineplex. The conversation concludes with thoughts on the impact of cryptocurrency on investment trends his personal life.#investing #stocks #personalfinance #wealth #podcast
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