By Marc Robins
After all these years, one would think a seasoned and professional analyst/money manager would know how to characterize his own investment style. Lo! I’m having my doubts these days. I know that I love the small- and micro-cap arena: I made that decision, for better or worse, in 1979. Beyond that, I appreciate that at the start of my career the greatest joy brought by stocks were those small, value stories that were meteoric performers during the early 1980’s “crush” and as the market broadened throughout the decade. Early LBO buy-out targets helped my returns, too.
