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Samir Patel
Founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm; known for research-driven value investing and for writing about AI's role in the investment process.
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Nov 13, 2025
• 1h 3min
Samir Patel on Using AI Intelligently Within the Investment Process
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Samir Patel, the founder and portfolio manager of Askeladden Capital, reveals how COVID reshaped his investment strategies, prompting a deep dive into AI. He discusses merging human judgment with AI, leveraging it to enhance due diligence and expedite research processes. Patel compares various AI tools, highlighting their unique capabilities, and emphasizes AI's role in identifying second-order opportunities. He also shares insights on how AI democratizes research for smaller funds, allowing them to expand their portfolios efficiently and manage increased workloads.
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