Stuart Fieldhouse meets fund manager Jordan Zinberg of Bedford Park Capital. Jordan manages the fund's portfolio of around 20 Canadian smallcap companies and describes how he selects stocks. He also talks with Stuart about the Canadian smallcap market in general and the effect that short-selling is having on stocks.
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00:00 Intro to Bedford Park Capital with Jordan Zinberg
01:41 Portfolio concentration, and the Canadian smallcap market
03:03 Overview of the Canadian equities markets vs the US market
05:44 How does a smallcap manager add value?
08:24 How Jordan picks his investments and generate alpha
11:52 Red flags to avoid
14:20 Jordan's top-performing stocks: Source Energy [TSX:SHLE]
21:08 Jordan's top-performing stocks: Propel [TSX:PRL]
23:33 Favoured sectors
25:02 Geographical bias
26:07 Short-selling in the Canadian market
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