Matthew Castel

As liquidity is drained and capital becomes more discerning, the ability to correctly evaluate “select” businesses is paramount. As opportunity sets improve, the importance of knowing our sweet spots increases, notes money manager Matthew Castel, in the Logos LP Blog.

Of late we have been focusing our attention on the evaluation of under followed smaller capitalization stocks set to benefit from certain structural changes in their respective industries, notes Matthew Castel, a Montreal-based money manager at Logos LP.

What was particularly exciting about this year's March technology selloff was the opportunity to evaluate smaller capitalization stocks set to benefit from significant structural changes in the economy trading at more reasonable prices, notes Matthew Castel, money manager and value investor with the Toronto-based Logos LP.

We look for businesses that possess superior economics or "high moats" and thus are expanding value; here are two that stand out as new ideas for 2020, notes money manager Matthew Castel, value-oriented money manager with Logos, LP.