By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance, expand into...
We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the...
