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Private Equity Style Investing In Small Caps With Verdad Capital

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Jacob Wolinsky
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A Q&A session with Dan Rasmussen, Portfolio Manager of the famed Verdad Capital as well as, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. The full podcast is available for all readers, the full 10,000 plus word transcript is available below for HiddenValueStock subscribers and our profile on HiddenValueStocks with Verdad from summer 2017 is also avaible for HVS subscribers – enjoy!

Q4 hedge fund letters, conference, scoops etc

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Quantitative Investing With Dan Rasmussen, Nick Schmitz And Brian Chingono

Transcript

Good morning podcast listeners, today’s very special episode, I am joined...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.