Ian Cassel is the founder of Micro Cap Club and CIO of Intelligent Fanatics Capital Management. He has spent the last 20 years learning about and investing in micro cap public equities. In this conversation, we discuss the micro cap sector of public equities, why the smallest decile performs best, liquid vs illiquid opportunities, what Ian's process looks like, how he thinks about portfolio construction and diversification, what the impact of the pandemic has been, and his best and worst investments so far.Â
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