E39: Small-Cap Equities with Jordan Zinberg

Small-capitalization ("small-cap") equity investing requires a specialized investment and trading skillset. Since its inception in 2018, Bedford Park Capital has proven its proficiency in this area. Bedford's President & CEO Jordan Zinberg joins Brian to explain what small-cap equities are, what it takes to be a successful small-cap investor, and why some of the risks of small-cap investing may actually be opportunities in disguise.

Jordan Zinberg is the President and CEO of Bedford Park Capital Corporation. Jordan has over 20 years of investment industry experience, including portfolio management and trading, and has served as a director of both private and public companies.  Before founding Bedford Park Capital, Jordan was a Managing Director and Portfolio Manager at a prominent Toronto-based investment management firm.  Prior to that role, Jordan spent 7 years at one of Canada’s largest investment dealers.  He holds an MBA from the Schulich School of Business as well as several industry licenses and certifications. He also holds the Chartered Investment Manager designation and is a fellow of the Canadian Securities Institute.

Timestamps

0:00 Disclaimer & Intro

4:11 Jordan's journey to founding Bedford Park

7:57 What are "small-cap" equities?

12:19 What makes small-cap equities attractive?

16:02 Finding companies that meet Bedford's criteria

19:02 Difficulties purchasing small-cap equities

21:59 Positives & negatives of small-cap equities

26:59 How Bedford found one of their best holdings

33:03 Jordan's outlook on the economy and stock market

35:48 Behind the scenes at BNN

38:42 If Jordan could do anything, what would it be?

39:57 Outro