020: A portfolio approach to small caps - David McNamee, Altor Capital

Trawling for Ten Baggers - A podcast by Sam and Joel

Categories:

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.