Europe’s Hidden Gems: MicroCap Investing with Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion

My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities.

In our conversation, Thomas lays out why Southern Europe – especially countries like Spain, Italy, and Greece – is currently one of the most interesting regions for microcap investing. He explains the value of bottom-up research, the importance of direct interaction with management teams, how non-European investors can begin navigating this often-overlooked space, as well as some of the structural risks that exist in this space – including governance concerns and delisting threats.

We also touch on specific names like Euroconsultants, Shelly Group, Reway, and ALA, and for full disclosure, I am not a shareholder in any of them.

For more information about Thomas Richard and Philippe Hottinguer Gestion, please visit: https://www.philippehottinguer.com/fr/phhgestion/

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