This week we caught up with Jordan Zinberg, CEO of Bedford Park Capital in Canada and a regular commentator on the Canadian markets on television. Jordan manages a very focused Canadian stocks portfolio and took our questions about the Canadian stock market and portfolio management in general.
Apart from discussing the wider Canadian equities market, we also zeroed in on Jordan’s fund management style and what makes a good small cap bet. He takes us through a couple of the companies in his focused stocks portfolio to demonstrate what he looks for in small caps.
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In addition we talk about what to avoid in the small caps market; in effect what are the red flags investors should watch out for?
Jordan also explains the alpha edge of small cap funds – what sets them apart from the more conventional fund that focuses on blue chip stocks? This podcast is well worth listening to if you are interested in small caps investing, even if you have no exposure to Canadian shares at the moment.
Picking Canadian Small Cap Winners with Jordan Zinberg | Ep.114
Chapters:
00:00 Intro to Bedford Park Capital with Jordan Zinberg
01:41 Portfolio concentration, and the Canadian smallcap market
03:03 Overview of the Canadian equities markets vs the US market
05:44 How does a smallcap manager add value?
08:24 How Jordan picks his investments and generate alpha
11:52 Red flags to avoid
14:20 Jordan’s top-performing stocks: Source Energy TSX:SHLE
21:08 Jordan’s top-performing stocks: Propel TSX:PRL
23:33 Favoured sectors
25:02 Geographical bias
26:07 Short-selling in the Canadian market
