Greg Dean, Founder and Lead of Investor at Langdon Equity Partners, discusses the challenges of managing compounder companies within small-cap strategies. He shares insights on building a new investment firm and the cultural elements that are important. The podcast also explores the evolution of compounders in investing and analyzes the success story of Royal Unibrew in Denmark.

Greg Dean, founder of Langdon Equity Partners, challenges the common belief that timing small caps is essential. Dean argues that waiting for the 'perfect moment' can lead to missed opportunities. He shares insights about his hands-on investment approach, valuing deep research and accountability in management interactions. With over 300 company meetings annually, Dean emphasizes the importance of cash flow as a long-term indicator of success, while also critiquing short-term market trends and aligning management incentives with investor interests.

Greg Dean, founder of Langdon Equity Partners and former investment expert at Fidelity, shares his journey into entrepreneurship. He discusses the challenges of launching an independent asset management firm amid COVID-19 and rising inflation. Greg highlights the importance of strong relationships and decision-making in a boutique setting. He dives into the nuances of small cap investing, revealing overlooked opportunities, and navigates the debate between active and passive management, stressing the need for diversification in today’s market.