International small cap investing should come with a warning label, “Don’t try this at home.” That is, this is one area of investing fraught with risk and best left to professionals like Jon Moog at US-based Lizard Investors. While opportunities abound for the savvy investor, poor corporate governance, illiquidity, and lax accounting standards are just some of the risks Moog and his colleagues wrestle with as part of their due diligence process. Learn about the importance of “time arbitrage” as well as risks and rewards of international small cap investing in this brief interview with a well-travelled industry veteran.
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.
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