MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 4 October 2022
⏱️ 52 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. The small cap asset class on the whole is more inefficient than large caps. |
| 0:09.2 | And so you're much more likely to find a great company that's mispriced or a great company that's misunderstood. |
| 0:17.7 | And that actually combined with the kind of growth opportunities, can really work to |
| 0:24.5 | enhance returns over time. |
| 0:30.6 | On today's show, I'm joined by Raina Lesser Hanaway, who is a portfolio manager and analyst |
| 0:36.7 | at polling capital with almost 25 years of |
| 0:39.8 | experience in small and mid-cap investments. During today's episode, I chat with Raina all about |
| 0:46.1 | investing in small-cap stocks. Raina goes over her investment criteria for what she looks for in |
| 0:51.7 | great small-cap companies, how to tell if a company's growth is |
| 0:55.6 | sustainable and persistent, why the multiple compression in small caps make them very attractive |
| 1:00.9 | right now. She also talks about her valuation process for small cap companies, what are |
| 1:05.7 | some companies Raina thinks have great potential right now and so much more. |
| 1:16.3 | So with that said, I really hope you enjoyed today's episode with Raina Lesser Hanaway. |
| 1:21.5 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, |
| 1:26.8 | business leaders and investors to help educate and inspire the millennial generation. |
| 1:35.5 | Welcome to the millennial investing podcast. I'm your host, Rebecca Hotsko, and on today's episode, |
| 1:46.0 | I'm joined by Raina Lesser Hanaway. Raina, welcome to the show. |
| 1:50.4 | Thanks, Rebecca. I'm so happy to be here. I love listening to your show. |
| 1:55.0 | It's so great to have you here. You specialize in small and mid-cap growth companies, |
| 1:59.9 | and I'm just really interested to dive into this |
| 2:02.6 | with you in detail today because for the past few years large cap growth names have dominated the |
| 2:08.2 | space and today I want to talk to you about some of the opportunities in the small and midcap space. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.