About Me

I am a private investor based in New York City, and I have been investing and trading in nanocap stocks for over 20 years.

Nanocaps (stocks with a market cap range 5-100M USD) constitute an often overlooked market niche with more than a half thousand stocks. The closest benchmark indices are the Russell Microcap ETF (IWC) and the Russell Smallcap (IWM), but the average market cap of an IWC holding is 10 times larger than a typical nanocap stock, and there is no benchmark index to measure investor performance.

I consider myself a deep value investor and over the years, I've developed a proprietary methodology to select high value nanocaps. In response to a recent spike of interest in nanocap investing (in part due to the introduction of zero-commission trades by major brokerages), I created an index that consists of nanocap stocks listed on major exchanges (NYSE/AMEX, Nasdaq). Most of the companies included in the index are either US-based (Chinese companies are excluded due to unproven accounting practices) or foreign, but with substantial international business. Stocks are selected according to a number of parameters, including an analysis of their financial data, ownership, insider transactions, company history, stock liquidity, and (to a lesser degree) technical analysis.

Microcap and nanocap stocks have been lagging behind major market indices for over 9 years, but the gap must eventually close. I believe that the recent jump in activity with nanocaps will have a positive effect on nanocap stock performance, and I expect nanocap100index to outperform major indices by a wide margin.