Interview with a Capital Allocator: Engagement with Portfolio Companies

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including their view that the pricing in this niche is increasingly inefficient.

In this segment, they discuss the culture of the investment team, and the value of building business relationships with company management teams.

Engagement with Portfolio Companies: