Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13
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I think we're live. I'm Tobias Carlisle. This is The Acquirers Podcast joined as always by my cohost, Jake Taylor. Our special guest today is Mark Cooper of Alpha Mac. I got that run the right way. MacAlpha Capital Management.
Awesome.
Mark's got Mark's got one of the more fascinating value backgrounds that I've seen. He was a Columbia, professor. He's worked at First Eagle. He's running a global value fund. How are you, Mark? Welcome.
Good afternoon. Thanks for having me, Tobias. All's good.
My pleasure. Let's let's start with a little bit. Tell us about your strategy, your philosophy at MacAlpha.
Sure. So our we have two strategies really focused one on long only and one long short, but we're really focused on global small caps. And if I were to simplify it as much as possible, we're focused on global small caps because that's where we see the best opportunity on the long side, which is primarily international small cap value stocks. So small cap value stocks outside of The United States and we are short more than not small cap, high growth, high valuation stocks that have never earned their cost of capital within The U. S. And we're doing that because that's where we're finding the be
Smart. Does that end up being a lot of, like, science fair projects and stuff that are in the Russell 2,000 today?
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