Cullen Rose
Co-founder of Stoic Point Capital Management, a concentrated, long-short equity investment firm founded in 2018.
Best podcasts with Cullen Rose
Ranked by the Snipd community
13 snips
Sep 9, 2025 • 1h 23min
How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management
Cullen Rose and Raj Shah, co-founders of Stoic Point Capital Management, dive into their journey of capitalizing on the SPAC boom and adapting their investment strategies. They discuss the significant impact of AI on their research methods and cost structures, revealing how technology reshapes finance. The pair also highlight the complexities of maintaining investor relations amidst evolving market dynamics and the shift towards small-cap investments, all while emphasizing the need for transparency and adaptability in a competitive hedge fund landscape.
13 snips
Sep 9, 2025 • 52min
Concentrated Investing in Small Caps at the Intersection of Change, Crisis, & Controversy | Stoic Point Capital Management
Join Cullen Rose and Raj Shah, co-founders of Stoic Point Capital Management, as they dive into the world of concentrated small-cap investing. They explore the potential for a new issuance cycle reminiscent of 2020-2021 and shine a light on orphaned securities from that era. The duo discusses the intriguing dynamics of investing in small caps facing crises and controversies, emphasizes the rise of AI in investment research, and reveals their unique approach to navigating the complexities of short selling and expert networks.
