Investor Biases Can Cause You To Miss Some Of The Best Opportunities

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During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how investor biases can cause you to miss some of the best opportunities. Here’s an excerpt from the interview: Tobias Carlisle: So let’s talk a little bit about how you identify opportunities. What’s your screening process or the funnel that you have … Read More

How Can Investors Find Opportunities In The Small & Micro-Cap Universe

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During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how investors can find opportunities in the small & micro-cap universe saying: Tobias Carlisle: When you’re looking at your opportunity set, I see in your presentation you divided into, you’ve got sort of three buckets, there’s an enhanced value strategy, core value … Read More

Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘Early’ Investment Opportunities

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During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how micro-cap investing is like quasi private equity investing and how that provides significant ‘early’ investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: So, you said before you … Did you start in private equity or you spent some time … Read More