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
