Show notes
Small-cap stocks may be off to a rough start in 2025, but last year they helped Jordan Zinberg, President & CEO of Bedford Park Capital, deliver a remarkable 60% return. Known for his disciplined approach to stock picking and long-term investing, Zinberg is willing to take on short-term downside risk for the potential of outsized gains. In this episode of In the Money with Amber Kanwar, we dive into Jordan’s strategy for investing in high-quality Canadian small-cap and mid-cap stocks. He explains why he avoids traditional sectors like banks and resources, and instead focuses on under-the-radar, fundamentals-driven companies trading at attractive valuations. We explore how he builds a concentrated portfolio of high-conviction stock ideas, the criteria he uses to evaluate businesses and Jordan also shares several of his top Canadian stock picks for 2025. If you're looking to learn how to invest in Canadian small-cap stocks and build long-term wealth, this episode is packed with insights you won’t want to miss.Timestamps00:00 Intro02:15 Jordan’s approach to small-cap investing 04:50 Jordan’s fund returned 60% last year, how’s it doing this year?07:10 How does Jordan feel about the lack of IPOs in Canada?08:10 In the Money Mailbag: Jordan’s thoughts on goeasy (GSY.TO) and the company’s new CEO15:30 What’s Jordan’s long-term outlook on McCoy Global? (MCB.TO)19:45 Investors have lost big on Payfare (PAY.TO). What does Jordan think of the stock now?26:25 Would Jordan recommend Zedcor at current levels? (ZDC.TO-V)30:25 What are Jordan’s thoughts on Avante which just hired a Zedcor sales leader (XX.TO-V)32:00 What are Jordan’s thoughts on Ag Growth International? (AFN.TO)33:15 What does Jordan think about pipeline construction firm Enterprise Group? (E.TO)39:10 Jordan’s Pro Picks SponsorsThis episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information. 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