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Why do some of Brazil's biggest equity managers prefer to invest in Small Caps? Discover the secrets behind the strategy that has already yielded twice the CDI by investing in the stock market with Welliam Wang, partner at AZ Quest, with over 20 years of experience in the financial market. In this special panel at the Small Caps Masters 2024 event, Welliam reveals the challenges and opportunities when investing in smaller capitalization companies, in addition to sharing valuable insights on the evolution of this market over the years. From analysis strategies to cases such as Embraer and Bardella, understand how he identifies the best companies, what precautions are essential to protect the fund from liquidity crises and how he chooses the Small Caps that have the potential for above-average returns. And, of course, stay up to date with the main positions he holds today and his perspectives for the future of the Brazilian stock market. What is your strategy for choosing the best stocks on the stock market? Comment below! Like and subscribe to the channel for more content on investment strategies and financial market insights! 00:00:00 - Opening 00:02:03 - Introduction 00:02:53 - Evolution of the Small Caps market 00:05:09 - Investment experiences and company evolution 00:08:04 - IPOs and the capital market 00:09:47 - Risks and opportunities in the Small Caps market 00:12:53 - Experience with liquidity risk and long-term management 00:16:02 - Investment analysis and ROIC 00:18:29 - The investor's big mistake 00:23:39 - Process of entering a stock into the portfolio 00:24:34 - Practical example: GPS Case 00:30:21 - Emblematic Case: Embraer 00:51:39 - Wilson Sons Case 00:54:24 - Examples of successful Small Caps 00:55:50 - Stock market outlook in general 00:59:06 - Preference for stop picking and uncertainties in the macro scenario 00:59:48 - Big names in the portfolio currently 01:02:25 - Vivara case 01:04:56 - Closing - - - - - - - - SECRETS BEHIND THE STRATEGY THAT YIELDED TWICE THE CDI INVESTING IN THE STOCK MARKET Market Makers #149 Host: Thiago Salomão (@_salomoney) Guests: Welliam Wang, partner at AZ Quest #STOCKS #STOCKMARKET #SMALLCAPS #INVESTMENTS #THIAGOSALOMAO #MARKETMAKERS