Investment Talk

Investment Talk

Share this post

Investment Talk
Investment Talk
Learning from Yen Liow: Game Within the Game
Copy link
Facebook
Email
Notes
More

Learning from Yen Liow: Game Within the Game

(My Notes from Yen's 2021 MicroCap Leadership Summit Presentation)

Conor Mac's avatar
Conor Mac
Oct 25, 2021
∙ Paid
9

Share this post

Investment Talk
Investment Talk
Learning from Yen Liow: Game Within the Game
Copy link
Facebook
Email
Notes
More
2
Share

I recently watched a presentation with Aravt Global’s Yen Liow, where he spoke for ~30 minutes about the fund’s growth equity strategy, with a particular focus on micro and SMID cap zones. Aravt Global is a $500M fund based in Manhattan.

In this investment memo, I plan to share my takeaways so that I can come back to this and extract value from it for years to come. As such, the formatting is going to be more note-like than my typical writings.

In reading this piece, please assume that the majority of the takeaways are paraphrased snippets from Yen’s presentation. I will quote directly when appropriate, but I don’t want the reader (nor future me) to think these are my own insights. This is essentially my note-taking from this presentation and will be presented as so.

You can download this as a PDF below.

Investment Talk Yen Liow Leadership Summit Notes
691KB ∙ PDF file
Download
Download

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Occasio Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More