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DIDN'T FOLLOW THE OTHER PANELS? WATCH HERE: https://lp.moneytimes.com.br/small-ca... Why do investment funds ignore small cap stocks and leave money on the table? In this episode, we brought Werner Roger (CIO of Trígono Capital), one of the most influential managers in Brazil, to reveal the strategies that have yielded him more than 177% return in the last 5 years investing in Small Cap stocks. With a unique perspective, Werner explains how he evaluates companies, prioritizing conviction and concentration over diversification, and why he believes that investing in a few good companies is the secret to protecting risks and multiplying profits. We explore his main theses, such as the bottom-up investment philosophy and the analysis of economic added value, in addition to discussing the trajectory of small cap stocks in Brazil and the role of board members in corporate governance. Werner also shared exclusive insights into the most promising companies on Trígono's radar and debunked myths about the risk profile of these stocks. What is your opinion on investing in small caps? Have you had a successful or disappointing experience with these stocks? Like the video and subscribe to the channel for more content on investment strategies! 00:00:00 - Opening 00:00:59 - Introduction 00:11:08 - Company analysis 00:14:28 - Importance of dividends 00:17:28 - Importance of ESG 00:21:25 - The Trine of investment strategy 00:22:26 - Company analysis using EVA 00:30:15 - Company valuation method 00:35:20 - Continuous learning and reinvention of companies 00:40:55 - Investor difficulties: impulsiveness and portfolio change 00:46:34 - Investment assessment and decision 00:50:40 - Investor risks and challenges 00:52:36 - Importance of the board in companies 01:02:33 - Defense of minority rights 01:06:45 - Challenges of mergers and acquisitions 01:09:19 - Closing - - - - - - - - HOW ONE OF THE BIGGEST WINNERS ON THE BRAZILIAN STOCK MARKET IN RECENT YEARS INVESTS Market Makers #143 Hosts: Thiago Salomão (@_salomoney) and Matheus Soares (@maatssoares) Guests: Werner Roger (CIO of Trígono Capital) #STOCKS #STOCKMARKET #SMALLCAPS #INVESTMENTS #THIAGOSALOMAO #MARKETMAKERS