Episode 20 – A portfolio approach to small caps with David McNamee at Altor Capital

David is a portfolio manager at Altor Capital and manages the Altor Alpha Fund.

As at October 2020 the Alpha fund has returned over 240% since its inception in April 2019.

In this discussion David shares his thoughts on the current market conditions, the way he approaches small companies and running a portfolio of different stocks through different market cycles.

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