We are pleased to send you this link to a Forbes magazine Q&A with equity research analyst Larry Carlin of the $5.3 billion Conestoga Capital Management. He is a key resource for Bowen Asset Management, and we invest in some Conestoga funds when and where we deem it appropriate. We often consult with Carlin, whom Forbes calls an “ace at finding big winners among small stocks.” In the piece, Carlin details several stocks he is favoring, ranging from outdoor decking manufacturing to nutrition technology innovation to baseball card collecting. As you will see, we’ve always found his approach to be perceptive and unique.
An astute money manager, Carlin joined Conestoga in May 2015 and is responsible for researching small-to-mid capitalization companies. He became a partner in the firm in 2018. Throughout his career, his focus has been primarily on small-cap and mid-cap equity. He has worked at a variety of firms in and around Philadelphia, including Columbia Partners, Redstone Investment Management, and Kalmar Investments, Inc. When Zack Bowen was working on “the sell side” with Janney Montgomery Scott, Avondale Partners, and CL King he often encountered Carlin and developed a strong collegial relationship.
Carlin earned an MBA from Georgetown, as well as a MA in economics from the University of Maryland, and a BS from Villanova. He has been a CFA Institute Charter holder since 1997. In his spare time, he is an avid cyclist and has been known to take in a Phillies game or two with the Zack Bowen and other members of the Bowen Asset Management team.
As always, if you have any questions about this article or any financial questions in general, please reach out to Bowen Asset at info@bowenasset.com or (610) 793-1001.
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Past performance should not be taken as an indicator or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance. As with any investment strategy or portion thereof, there is potential for profit as well as the possibility of loss. The price, value of and income from investments mentioned in this report (if any) can fall as well as rise. To the extent that any financial projections are contained herein, such projections are dependent on the occurrence of future events, which cannot be predicted or assumed; therefore, the actual results achieved during the projection period, if applicable, may vary materially from the projections.