Early Fund Strategies
Adam shares insights from the early days of their fund, highlighting a focus on micro-cap investments that were undervalued post-financial crisis. He discusses the challenges of activist strategies and the shift towards higher-quality companies, emphasizing the importance of growth over merely finding low entry points. The journey reflects both successes and the growing pains that come with evolving investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
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