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020: A portfolio approach to small caps - David McNamee, Altor Capital
Manage episode 281260671 series 2522937
Content provided by Sam and Joel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam and Joel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund.
As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019.
In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.
34 episodes
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Manage episode 281260671 series 2522937
Content provided by Sam and Joel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam and Joel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund.
As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019.
In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.
34 episodes
All episodes
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Similar to Trawling for Ten Baggers
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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…
continue reading
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