A rare interview with a Great Investor who specializes in small company stocks. The Royce Fundsâ Whitney George (co-Chief Investment Officer and co-manager with Chuck Royce) will discuss where he is finding value in some of the worldâs fastest growing companies. He discusses his and his firm's "Absolute Value" approach.
One of the interesting nuggets in this interview (Mack covers this in her prefacing remarks) is that of thought-leading economist, John Maynard Keynes, who was a great investor in his own right, dramatically improved his investing strategy by adopting a long term bottom-up small cap value approach after many years of top down investing. This is notable as a historical precedent because the change-up in philosophy was timely, co-inciding with the turmoil of the great depression.
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