HVS 1Q21: Interviews With Arkto Capital and Old West
IntroductionWelcome to the June 2021 (Q2) issue of Hidden Value Stocks. In this issue, we have our usual two interviews and extracts from letters of funds previously profiled. The first section includes an update from Ben Claremon, the principal portfolio manager and research analyst at Cove Street Capital. Cove Street offers small-cap value investment strategies that capitalize on inefficiencies in public markets. Mitchell Scott, CFA, the founder and managing partner of Choice Equities, is our second interviewee. Choice Equities’s flagship investment fund, the Choice Equities Fund, returned 2...