Mathieu Martin

Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund, dives into the evolving landscape of Canadian cannabis, spotlighting the emergence of profitable operators amidst a challenging market. He discusses why traditional investors are missing opportunities by overlooking cash flow over flashy revenue. Mathieu highlights standout companies like High Tide and the significance of regulatory changes. With a fresh perspective, he explores international markets and brand differentiation, urging listeners to reassess the cannabis sector.

Mathieu Martin is a microcap specialist and Portfolio Manager of the Rivemont MicroCap Fund, with a keen eye on Canadian stocks. He shares how his love for microcaps ignited and discusses the inefficiencies he observes in this market. U.S. investors often overlook these opportunities, but Mathieu highlights the current undervaluation of Canadian microcaps, especially in sectors like technology and healthcare. He also reflects on the lessons learned from a tough year in 2022 and emphasizes the importance of disciplined research and risk management in navigating this unique investment landscape.