Planet Microcap Podcast | Microcap Investing Strategies

In this episode of the Planet MicroCap Podcast, I’m joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it’s about owning resilient, cash-generative businesses with little to no debt—companies that can not only survive volatility but use it to their advantage. We dive into why they focus on operating cash flow over EBITDA, how they hunt for overlooked “boring” niche leaders trading at value prices, what they look for in management teams, and why constant re-underwriting—“buy and homework,” not just buy and hold—is critical to long-term compounding in microcaps. We mention several companies and sectors during this conversation, and I’m not a shareholder in any of them. For more information about Lowell Capital Management, please visit: https://www.lowellcapitalmgmt.com/  Chapters: 00:00 Introduction to Lowell Capital Manag