Small Cap Insights Podcast - Powered by Darrow Associates

In today’s episode of Small Cap Insights, we speak with Shawn Kravetz, President and Chief Investment Officer of Esplanade Capital. Shawn walks us through his business philosophies and how he determines which companies flying under the radar are worth his investment. Learn more:  Esplanade Capital: Website: https://www.esplanadecapital.com Darrow Associates: Website: ⁠ https://www.darrowir.com/⁠ D...

In today’s episode of Small Cap Insights, we speak with Norm Siegal, Managing Director of Sales at Northcoast Research.  Norm tells us about how Corporate Sponsored Research is becoming mainstream and credible with institutional investors, and he addresses how to select a CSR provider.  Watch the full episode: YouTube: https://youtu.be/vSHNiemZKWA Learn more:  Northcoast Research: Website: https:/...

This month's "Tech Tuesdays" conversation is live! Held on the first Tuesday of every month, Tech Tuesdays with Darrow Associates is a continuing education series designed exclusively for our partners and clients. Each month, we spotlight a new topic, offering insights into innovative tools, emerging best practices, and platforms that are shaping the future of investor relations, cor...

In today’s episode of Small Cap Insights, we speak with David Maley, Chief Investment Officer of 1102 Partners.  David tells us about the “family treatment” that they focus on. They create custom, individualized strategies and make sure that each client has a real understanding of where their money is going and how it is working for them. Learn more:  1102 Partners: Website: https://1102partners.c...

In today’s episode of Small Cap Insights, we speak with Nicholas Sosiak, Chief Financial Officer at Cannara Biotech. Cannara is a vertically integrated licensed producer of cannabis and cannabis‐derivative products based in Canada. Nick walks us through their impressive growth story and how he has continued to expand market share quarter over quarter. The company has a purpose-built facility that...

Held on the first Tuesday of every month, Tech Tuesdays with Darrow Associates is a continuing education series designed exclusively for our partners and clients. Each month, we spotlight a new topic, offering insights into innovative tools, emerging best practices, and platforms that are shaping the future of investor relations, corporate communications, and capital markets engagement. For this m...

In today’s episode of Small Cap Insights, we sit down with Joseph Vidich, Managing Director and Portfolio Manager at Manalapan Oracle. Joe shares insights from more than four decades in the equity markets, including his experience trading and investing in small caps, his long-short approach, and how he thinks about position sizing, cutting losses, and removing emotion from the investment process....

In today’s episode of Small Cap Insights, we sit down with Mario Tufano , Portfolio Manager at CS McKee and author of The Golden Age of Bullshit . Mario shares insights into his behavioral-finance-driven investment philosophy, why investor psychology still dominates market outcomes, and why he believes small caps may be entering a generational opportunity for outperformance. He also discusses the...

In this episode of Small Cap Insights, we sit down with Jeff Christensen, Managing Director at Darrow Associates, to discuss what truly drives effective investor relations. Drawing on decades of experience, Jeff outlines how management teams can use measurable milestones, priorities, and trackable results to improve their messaging and build stronger credibility with investors. Small Cap Insights...

In today’s episode of Small Cap Insights, we sit down with Tobias Carlisle, Principal and Chief Investment Officer of The Acquirers Funds. Tobias explains the framework he developed to identify undervalued companies, how he evaluates business quality and earnings integrity, and why he believes current market conditions may set the stage for a powerful resurgence in small and micro-cap value invest...

In today’s episode of Small Cap Insights, we sit down with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management. Adam discusses his transition from NBA scouting to investing, the qualities he looks for in exceptional businesses, and why he believes the micro and small-cap universe offers compelling opportunities for long-term investors. Small Cap Insights is powered by Darrow A...

In today's episode of Small Cap Insights, we sit down with Peter Sidoti, Founder Chairman, and CEO of Sidoti & Company. Peter is a veteran of over 40 years in the capital markets. He shares candid insights on how decades of poor underwriting, conflicted research, and short-term thinking have shaped today's small-cap landscape, and why he believes the industry is due for a major reset....

In today’s episode of Small Cap Insights, we sit down with Eric Kuby , Chief Investment Officer, and Brooke Kuby , Research Analyst, of North Star Investment Management . Eric and Brooke share insights into the firm’s investment philosophy, what investors often overlook about the small-cap universe, and the sectors they find most compelling looking ahead. Small Cap Insights is powered by Darrow As...

In today’s episode of Small Cap Insights, we sit down with Chris Abbott, CIO and Founder of 1035 Capital Management. Chris shares his perspective on identifying catalysts in small-cap investing, balancing conviction with discipline, and why valuation gaps between small and large caps continue to create opportunity. Small Cap Insights is Powered by Darrow Associates. For more: https://www.darrowir....

In today’s episode of Small Cap Insights, we sit down with Jesse Gamble, Portfolio Manager at Donville Kent Asset Management. Jesse shares how he evaluates high-quality small-cap companies, the importance of ownership alignment between management and shareholders, and why focus and capital discipline are critical for long-term success. Small Cap Insights is Powered by Darrow Associates. For more:...

In today’s episode of Small Cap Insights, we sit down with Michael Wetherington, Managing Director at Darrow Associates. Michael shares how he approaches investor relations, what makes a company stand out to investors, and how IR can companies help navigate market volatility. He also discusses current sentiment toward micro- and small-cap equities. Small Cap Insights is Powered by Darrow Associate...

In today’s episode of Small Cap Insights, we sit down with Hamed Khorsand, the Principal and Founder of BWS Financial. Hamed shares his career journey and what led him to start BWS, highlights some “green flags” he looks for when evaluating companies, and discusses the industries he sees strong potential in. He also breaks down a stock he recently initiated coverage on and why it caught his attent...

In today’s episode of Small Cap Insights, we sit down with Jeffrey Bronchick, the founder of Cove Street Capital (CSC). Jeff shares the path that led him to launch Cove Street and outlines the firm’s investment philosophy, highlights things that successful management teams have in common, and discusses the sectors currently capturing their attention. Small Cap Insights is Powered by Darrow Associa...

In today’s episode of Small Cap Insights, we sit down with Matt Kreps, a managing director at Darrow Associates. Matt shares his career journey into investor relations, when companies should hire an external IR provider, how to maximize that partnership, ways to build relationships with buy- and sell-side audiences, and the qualities that make a company stand out to the investment community. Small...

In today’s episode of Small Cap Insights, we sit down with Michael Bacal, a managing director at Darrow Associates. Michael walks through how management teams can build proactive investor relations programs—how to take control of your messaging across channels, systematically collect and incorporate investor feedback, and whether to provide annual guidance. Small Cap Insights is Powered by Darrow...

In today’s episode of Small Cap Insights, we sit down with Alison Ziegler, a managing director at Darrow Associates. We look behind the scenes at how to effectively represent small-cap clients, navigate challenges like limited analyst coverage and thin trading volume, and execute creative programs like a Stocktwits campaign. She also shares why Darrow Associates delivers beyond industry best pract...

In today's episode of Small Cap Insights, we sit down with Chris Witty, a managing director at Darrow Associates. We look behind the scenes at how to successfully represent public companies and the most common things companies tend to overlook managing their investor communications. Chris also shares why Darrow Associates consistently delivers beyond the industry best practices. Small Cap Insights...