Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connnection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way.

Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.

In this episode, he and Stacy discuss:

• Greg's backstory:
  • From Fidelity Investments to co-founding a $27B investment firm
  • How his passion for connecting people and numbers drove him into small-cap investing
  • His big leap from the shallow end of co-foundership to founding his own firm
• Why AUM isn't the only measure of success in small-cap investing
• Strategies for maximizing return on time in small-cap investing
• The challenges of climbing the ranks in the fund world
• Key advice for fund managers considering leaping into entrepreneurship

About Greg Dean:

Greg founded Langdon Equity Partners in 2021 and is the firm’s Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years’ experience in investment management.

Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst.

While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.

Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments.

Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder.

Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

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Resources Mentioned in This Episode:

Song: 22 Two's – JAY-Z

Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor

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Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator