For this episode of Planet MicroCap Podcast, I spoke with Connor Haley. He is the Founder and Managing Partner of Alta Fox Capital Management, a long/short hedge fund based in Fort Worth, Texas. Connor also is currently the #1 ranked investor on MicroCapClub.com. Having just launched Alta Fox this year, I thought this would be a great time to share his experience, why he started Alta Fox and his MicroCap investing philosophy.
As you will hear in this episode, Connor is very focused on understanding what his downside risk can be when assessing a potential investment, as well as making sure that it is a high-quality business. These metrics are more of an art than a science, and the goal for this episode is understand how Connor breaks them down.