A Club Conversation with Rich Beaven, Cyclicals with a Catalyst

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In this in-depth interview, Rich Beaven, principal and co-owner of Signia Capital, shares his journey into value investing, his approach to catalysts, industry focus, and how AI is transforming investment research. Gain insights into his investment philosophy, portfolio management, and the evolving landscape of small-cap investing. Signia Capital ranks in the top 1% of all US equity strategies in eVestment database trailing 5.25 years as of 12/31/2025.

You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube below:

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