Chris Waller
Plural Investing
Global small-cap value: 7 or 8 "hidden gems" held for 3 to 5 years.
Best for Global small-cap investors who like deep primary research.
Why I read Chris
Chris calls his method sleuth investing: he researches small companies like an investigative journalist, and his letters show the work. Longer write-ups live on his Hidden Gems Investing Substack.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗