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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

Quantitative Investing With Dan Rasmussen, Nick Schmitz And Brian Chingono

Transcript

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

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid