My guest on the show today is Jordan Zinberg, President & CEO of Bedford Park Capital. Jordan leads the Bedford Park Opportunities Fund, a highly concentrated, Canada-focused small and mid-cap equity strategy.

In this episode, Jordan shares how his fund delivered a 58.6% return in 2024, net of fees and expenses, and was named Best One-Year Return at the Canadian Hedge Fund Awards with a 73% return over the 12 months ended June 30, 2024. We also discuss the firm’s annualized return of 18.4% since inception in 2018.

Jordan walks us through the firm’s signature approach—identifying high-growth companies trading at reasonable valuations in a deeply inefficient market. We talk about how he builds conviction through intensive research, how he sizes positions (starting small and pyramiding up), and why bad average-down decisions are rare.

We take a close look at his biggest winners—Propel Holdings, Source Energy Services, and Enterprise Group—and examine how early theses, growth acceleration, and multiple expansion fueled outsized returns in 2024. Jordan emphasizes building your edge, knowing what you own, and structuring your portfolio with conviction and concentration.

For more information about Bedford Park Capital, please visit:

https://bedfordparkcapital.com/

You can follow Jordan Zinberg on Twitter/X @BedfordParkCap: https://x.com/BedfordParkCap

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Know Your Edge with Jordan Zinberg, President & CEO of Bedford Park Capital

Planet MicroCap Podcast | MicroCap Investing Strategies

Know Your Edge with Jordan Zinberg, President & CEO of Bedford Park Capital