It was great to be joined by experienced investor David De Sousa Seaman for a conversation with Richard Stuckey of Ennismore Fund Management Limited to discuss his long-short equity strategy in global small-cap equities.
He discusses the counterintuitive risk management required at the stock and portfolio level to execute absolute return goals in this inefficiently priced and illiquid asset class.
He illustrates his short strategy with two examples of successfully identifying deceptions with an Italian bioplastics company and a US AI-powered travel agent. Both hiding in plain sight.
He also discusses his investment case for Genus PLC, a UK-listed animal genetics company and Scandi games producer Paradox Interactive.
Nothing here is investment advice, and I hope that listening to Rich talk will make it apparent that shorting equities is best left to professionals.
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In the Company of Mavericks
Long Short Equity Management with Richard Stuckey of Ennismore
In the Company of Mavericks
Conversations with those who think differently.
Conversations with those who think differently. 
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Jeremy McKeown
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