Hidden Small Cap Gems: A Conversation with Canada's Top Hedge Fund Manager Jordan Zinberg (Bedford Park Capital)

In this engaging conversation, Jordan Zinberg, Founder and President of Bedford Park Capital, shares insights into his journey to becoming Canada's top hedge fund manager. He discusses the importance of return on equity, investment strategies including special situations, and the significance of both small and large cap companies in his portfolio. Jordan reflects on past mistakes, the lessons learned, and offers future investment ideas for 2025. He emphasizes the importance of understanding one's own investment style and the value of studying successful investors.

KEY TAKEAWAYS:  

• Jordan Zinberg is the founder and CEO of Bedford Park Capital, recognized as Canada's top hedge fund
• The importance of return on equity (ROE) is crucial
• Special situations are key strategies in Jordan's approach
• Investing in spin-offs can provide unique opportunities
• Stealthily accumulating positions in companies is a strategic trading approach
• Concentration in a few high-conviction ideas can lead to better performance
• Learning from past mistakes, such as with Payfare, is crucial for growth as an investor
• Emerging compounders can offer significant upside potential in the market
• Large cap companies can stabilize a portfolio while still providing growth
• Investors should study the greats and find a strategy that works for them

#investing #stocks #personalfinance #wealth #podcast 

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