Dean Fergie is the Director and Portfolio Manager at Cyan Asset Management. Along with his colleague Graham Carson, Dean manages the Cyan C3G fund, a small-cap fund focusing on companies with market caps between $50 and $200 million dollars.
The fund has been operating since 2014 and has returned 19 per cent per annum after fees since inception. Like a number of small-cap managers, the fund has had a tough 12 months, but it’s starting to rebound. We talked to Dean about IPOs, the investment process, and he also gives us three stocks to keep an eye on.
Link to podcast below: