It’s Now the ”Discovery” Fund, not the ”MicroCap” Fund - Why? with Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy

My guest on the show today is Darren Chervitz, Portfolio Manager at Jacob Asset Management on the Discovery Fund Strategy. This was the last recording I did prior to the conference, and I’ll be sharing the live podcast from Vegas next week. In the last 12-18 months, I’ve noticed a few firms changing the name of the ”MicroCap” strategy to the ”Discovery” fund or strategy, and there’s a bit more nuance to its reasoning that from a marketing perspective, can be more inclusive. Darren jumps on to discuss the strategy change, plus a full on deep dive into MicroCaps, specifically how he thinks about trends and how that guides his investment process. 

For more information about Jacob Asset Management and the Discovery Fund Strategy, please visit: https://jacobam.com/

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