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Planet MicroCap Podcast | MicroCap Investing Strategies

Deciphering ”Missionaries vs. Mercenaries” MicroCap CEOs with Howard Punch, President and CIO at Punch & Associates Investment Management, Inc.

May 16, 2023
48:21

My guest on the show today is Howard Punch, President and CIO at Punch & Associates Investment Management, Inc. Punch & Associates is a boutique investment advisory firm that has both a Small Cap and MicroCap Equity Strategy available for their clients. I invited Howard on to learn more about their equity strategies, his firm's approach to investing in MicroCaps, as well as their investing philosophy. We also chatted at the top of the conversation about how he would compare this current pessimism in Small/MicroCaps to other times in history where this pessimism existed - his take I found really interesting. As the title states, we did spend the majority of the time talking about categorizing MicroCap CEOs as either "Missionaries" or "Mercenaries", and how deciphering between the two has helped Howard better understand which management teams he wants to invest in.

For more information about Punch & Associates, please visit: https://punchinvest.com/

Today's episode is sponsored by:

Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network 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.

Subscribe here: http://bit.ly/1Q5Yfym

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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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