Jimmy Schwartz

In this engaging discussion with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners, he shares insights on investing in neglected small-cap stocks and identifying those at pivotal moments. He highlights sourcing strategies and the importance of portfolio diversity. Jimmy also discusses balancing defensive investments with growth potential and ensuring alignment between management and shareholder interests. Unpacking the significance of proxy statements, he offers a unique perspective on evaluating company management and navigating market challenges.