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Art of Boring

Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135

21 Jun 2023

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A deep dive into key themes we've been focusing on, recent additions to the portfolio, and a few changes.   Highlights: Quick recap: What has changed with the portfolio since 2022? What we mean by "engaged owners" (and the difference they can make) Why we are looking for companies with lower duration How we try to find a variant perception from the market—and some examples Recent additions to the portfolio: Dermapharm, Donnelley Financial, Hikma, Ipsos, SoftwareONE, and Technogym Our new approach to the reverse roadshow process

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