Mick Rasmussen

Mick Rasmussen, a Portfolio Manager at Wasatch Global Investors specializing in small and mid-cap strategies, shares his insights on constructing effective long/short portfolios. He discusses the key factors that differentiate successful long and short positions, emphasizing the importance of management quality and fundamentals. The conversation also touches on the complexities of stock picking in bear markets and the need for cognitive flexibility in volatile environments. Rasmussen highlights the unique challenges and opportunities in small-cap investing.