BNN Bloomberg: We’re reaching an inflection point for Canadian small caps: David Barr

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Speaking with BNN Bloomberg’s Amber Kanwar on Tuesday 21 November, David Barr discussed the very attractive risk/reward proposition in quality small cap stocks, especially in the Canadian software space where his team is laser focused.

“We look for more than one catalyst: Is it a potential acquisition? When markets normalize, at what valuation will the business re-rate? Based on capital flows into the Russell 2000, we are likely at an inflection point with the most attractive valuations since 2000-2004.” Watch the interview below: