Craig Thrasher, CFA, joined GuruFocus this week for a podcast interview, which you can listen to here.
The international small-cap expert discussed how he has achieved his outstanding returns in an area that abounds in growth and opportunity. Small caps have historically beaten their large-cap peers and offer a large universe of undiscovered companies to choose from, while having lower volatility than domestic investors may think.
Thrasher believes in bottom-up analysis, has concentrated portfolios and seeks only high-quality businesses. In the interview, he talks with GuruFocus about how this plays out when investing internationally. He also gives some of his stock recommendations and shares his thoughts on portfolio holdings: RightMove PLC (LSE:RMV), Auto Trader Group (LSE:AUTO), Scout24 AG (FRA:G24), Autohome Inc. (NYSE:ATHM) and SINA Corp. (NASDAQ:SINA).
Thrasher, who has 14 years of experience and is a portfolio manager at Kayne Anderson Rudnick Investment Management in Los Angeles, will share more of his thoughts at the 2019 GuruFocus Value Investing Conference in May.
Listen to the podcast episode, and previous episodes with leading investors such as Jean-Marie Eveilliard and more, at our podcast page here.
About the author:
I’m a financial journalist with a master of science in journalism from Medill at Northwestern University.