top of page

Small companies and micro-caps: Full reporting season wrap up

As investors, reporting season is a great time to take stock of our portfolio, re-assess our investment thesis and cast an eye over a few new ideas.

It also brings opportunity to meet with the management teams of the businesses we have invested in and ask questions about their strategy and outlook. This time it was particularly refreshing to meet many of the management teams in person, after several long years of online meetings.

Read the full article here.


bottom of page