About this episode

Marc Robinson discusses innovative strategies for small cap investing by blending public and private markets.

If you can’t beat them, join them. That’s the mindset Marc Robinson brings to small cap investing right now. The Managing Director at FAX Capital makes the case that the traditional small cap playbook is broken—capital is leaving public markets, private equity is stepping in, and more companies are choosing to go private. His solution: blend public and private investing, take concentrated positions, and actively push for outcomes. He explains how his 70/30 strategy works, why active ownership is critical in Canada’s inefficient small cap market, and how investors can capture a “second bite of the apple” when companies get taken private. Along the way, he breaks down the growing disconnect between public and private valuations—and why that gap is creating opportunity. In the mailbag, Robinson walks through a series of high-interest small cap names and activist situations, including Calian Group (CGY.TO), Black Diamond Group (BDI.TO), Ag Growth International (AFN.TO), Information Services Corp (ISV.TO), Dye & Durham (DND.TO), WELL Health Technologies (WELL.TO), and cannabis names like Auxly Cannabis Group (XLY.TO) and Cannara Biotech (LOVE.TO). He explains where activism can…

People in this episode

Host: Amber Kanwar

Guest: Marc Robinson

Topics covered

• small cap investing
• public and private markets
• active ownership
• valuation disconnect
• investment strategies

Keywords

• small caps
• private equity
• active ownership
• investment strategies
• public markets
• valuation gap
• Calian Group
• Black Diamond Group
• cannabis investing

Mentioned in this episode

Organizations: FAX Capital, Calian Group, Black Diamond Group, Ag Growth International, Information Services Corp, Dye & Durham, WELL Health Technologies, Auxly Cannabis Group, Cannara Biotech

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