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Learning from those with experience in small companies, speculation, resources and markets.
020: A portfolio approach to small caps - David McNamee, Altor Capital
Trawling for Ten Baggers
41 minutes 9 seconds
4 years ago
020: A portfolio approach to small caps - David McNamee, Altor Capital
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.
Trawling for Ten Baggers
Learning from those with experience in small companies, speculation, resources and markets.
