How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

About this episode

Yaron Naymark discusses his journey in growing 1 Main Capital and the strategies that led to outperforming the market.

This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Over the last 8 years, Yaron Naymark, founder and managing partner of 1 Main Capital, has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks like the S&P 500. Any manager who has been in his shoes though will tell you that outperforming the market isn’t enough to attract the institutional capital necessary to seriously scale a fund. Here he discusses the importance of consistency of communication with investors, how his portfolio management has evolved, and the other operational improvements he has made that have helped spur growth. He also discusses a $20m strategic investment from Cannell Capital he took in 2025 and how he thinks about these types of “seed” deals. Sign up for 1 Main Capital’s distribution list: https://www.1maincapital.com Follow Yaron Naymark on X: https://x.com/1MainCapital Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod Timestamps 00:00…

People in this episode

Host: Max Wiethe

Guest: Yaron Naymark

Topics covered

• hedge funds
• value investing
• market performance
• investor relations
• portfolio management

Keywords

• hedge fund
• investing
• market outperformance
• investor communication
• portfolio strategy

Sponsors

Fiscal.ai

Mentioned in this episode

Organizations: 1 Main Capital, Cannell Capital

Books & works: S&P 500

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