Media & Press
Market Commentary, Strategy, and The Hermit Methodology
Alejandro Yela regularly joins leading financial podcasts to dissect the microcap ecosystem, defend our thesis, and explain the mechanics of the Equity Focus FIL fund.
These conversations are the best way to hear the “unfiltered” thinking behind our capital allocation, covering everything from sourcing 100-baggers to the psychological reality of managing millions.
2025 Appearances
Guest Lecture at IE University. (Oct 31) A discussion of our “Dual Mandate” investment philosophy with students
De Cero a Gestor de Fondos con Christian Barros. (Oct 27) Breaking down valuation framework and portfolio holdings, and offering expert analysis on the Argentine investment thesis before the October 2025 legislative elections
Value Investing FM. (Apr 20) Ep. 369. Invertir en Microcaps con Alejandro Yela — Discussing Limes, The Children’s Place, and Alquiber.
Good Investing Talks. (Apr 17) Why do you like Cardlytics stock? — A deep dive into the investment approach, regulations, and avoiding value traps
2024 Appearances
Lead Lag Live. (Sep 30) Drawing on our restructuring and banking background to demystify the microcap ecosystem, sharing strategies for managing liquidity and a high-conviction thesis
The Pragmatic Investor. (Nov 27) Finding A Trading Style That Works For You — Alejandro shares insights into his investment strategies and deploying capital during volatility.
- Alejandro Yela, Principal Advisor, Equity Focus FIL