Talk Your Book: Small and Mid Cap Growth Investing

Today’s Animal Spirits Talk Your Book is brought to you by Conestoga Capital Advisors.

For more information please visit their site here.

On today’s show we discussed:

  • Avoiding the biggest losers in the small cap growth space
  • Filtering down an investing universe
  • Position sizing and risk management
  • Portfolio construction
  • How management influences buy/sell decisions
  • Capacity constraints in the small cap space
  • Why mid cap stocks are often under followed

Listen here:

Articles mentioned:

Size matters, if you control your junk

Conestoga Fund Resources

Conestoga SMid Cap Fund Presentation – 4Q190

2019-Q4 Conestoga SMid and Small Cap Fund Commentary

Charts

 

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.