Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
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I think we're live. This is Value After Hours. I'm Tobias Carlisle, joined as always by my co host, Jake Taylor. Our special guest today is Chris Waller of Hidden Gems Investing. How are you, Chris? I'm
good. Thank you. Thanks for having me. Welcome.
Our pleasure. Tell us a little bit about you and Hidden Gems. Yeah.
So I, grew up in The UK, and I moved to New York in in 2016 to do an MBA at Columbia. I run Hidden Gems Investing, which is a substack I launched in November and Plural Investing, which is, sort of really my my main job, which is running a small cap value fund, plural partners fund. And I've been doing that for about five years now. And both of the oh, yeah. Well, it's been a it's a global fund. So Oh,
you're okay
then. Yeah. You know, it's it's been a great period for us, US large cap and tech, not so good for, small cap, international and value. But, hopefully, that's that's now changing. And, you know, it's it's been okay, despite those sort of headwinds. And, you know, basically with that and and the substack, I'm looking at these niche small cap businesses and and trying to find companies that are less looked at and and where there should be opportunities if you're able to do the work. Global
small cap value must be a great opportunity set right now.
I mean, there are definitely, a lot of opportunities, a lot of companies, obviously. I mean, I I tend to focus mostly on US, Canada, and Europe. There have been, and and I think continue to be a lot of opportunities, outside The US. You know, so I grew up in The UK. So I look at that market a little bit. And there's definitely been a lot of cheap things in The UK for the last decade. And, you know, at some point that will change, you know, maybe it's starting to change now, but there's there's a lot of, attractive, I think, investments available. What
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