Yaron Naymark
Founder and managing partner of 1 Main Capital, a concentrated long-biased equity fund; discusses growing his hedge fund, investment philosophy, operations, and a strategic $20M investment from Cannell Capital.
Best podcasts with Yaron Naymark
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55 snips
Dec 17, 2025 • 59min
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
Yaron Naymark, founder of the concentrated hedge fund 1 Main Capital, shares his journey from launching with $1M to achieving $80M AUM. He discusses the significance of transparent communication with investors and how a strategic $20M investment from Cannell Capital accelerated growth. Yaron explains his Buffett-style investment philosophy, emphasizing concentration and risk management. He reflects on the challenges of scaling a fund and the importance of aligning incentives with institutional investors, offering valuable insights into the hedge fund world.
5 snips
Oct 13, 2025 • 1h 10min
Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas
Yaron Naymark, founder and portfolio manager of 1 Main Capital, shares his insights on concentrated investments in high-quality businesses. He reveals his unique investment philosophy, focusing on quality momentum over falling knives. Yaron contrasts the current market's weak consumer trends with the strength of AI-driven sectors, discussing how different businesses will be impacted. He outlines his systematic approach to evaluating investments and shares his high-conviction ideas, including IWG and Radiant Logistics, while emphasizing the importance of valuation and insider alignment.
