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  • Writer's pictureCory Cleveland

A PORTFOLIO MANAGER'S PERSPECTIVE OF SMALL-CAP COMPANIES w. MATIAS GRUM EP. 164


Zahir Rajani at The Insider's Guide to Finance
Matias Grum shares his perspective as a Portfolio Manager at Raymond James on the value that small-cap companies offer to his clients.


What’s the value that small-cap investments can offer to an investor's portfolio?


In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their clients.


“Small [capital] companies tend to do even better than large companies over a longer period of time – except the ride is a little bit bumpy.” — @matiasgrum [0:06:10]

Matias brings a wealth of experience in financial planning and investment management, leading a team dedicated to providing comprehensive and personalized wealth strategies to a diverse clientele.


We delve into his approach to incorporating small-cap companies into a diversified portfolio, offering insights into optimal buy and sell timings, and the benefits of early-stage investments. Discover Matias's strategies for portfolio construction, his expertise in navigating the current dynamic investment landscape, the latest trends in wealth management and the key to effective investor relations for public companies when communicating their message.


“You need [a process and discipline] to sell. When it is time to do it, you gotta do it.” — @matiasgrum [0:14:59]

Gain insights into why there are no shortcuts and guarantees in wealth management, the secret to effective investor relations, why unlocking the trend can generate returns, and more.



KEY POINTS FROM THIS EPISODE:


  • Background about Matias and his unconventional path into the industry.

  • His role as a Chartered Investment Manager (CIM) and discretionary trading ability.

  • Matias’ approach to finding opportunities and building a portfolio from them. 

  • Factors he considers when selecting a suitable junior company to invest in.

  • The benefits of smaller capital investments to portfolios in the longer term.

  • How he determines the percentage of early-stage companies to include in a portfolio.

  • Discover the importance of metrics in investing and communicating with clients.

  • Matias’ financial philosophy and investment methodology. 

  • How the wealth management landscape has changed. 

  • Recommendations and advice for building a client base in wealth management.

  • The characteristics and mindset of a successful person in business.

  • Why effective investor relations are key to building a company. 

  • Current political trends in American politics. 

  • Meeting earnings per share targets in a highly inflationary environment.



LINKS MENTIONED IN TODAY'S EPISODE:



Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.








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