The best opportunities in the market might be the ones no one is
paying attention to — and that’s exactly where microcap investor
Mathieu Martin is looking.
On this episode of In the Money with Amber Kanwar, Amber sits
down with Mathieu Martin, Portfolio Manager for the Rivemont
MicroCap Fund, to break down one of the most underfollowed — and
potentially most lucrative — corners of the market. Martin
explains why microcaps, often ignored by institutions and
analysts, offer a unique edge for investors willing to do the
work. Drawing on his unconventional path from poker to portfolio
management, he shares how he identifies high-conviction ideas,
builds deep fundamental insight, and finds companies that can
grow from under $100 million to multi-billion dollar success
stories. He also walks through the mindset required to handle
volatility, why liquidity cycles matter more than fundamentals in
the short term, and how improving conditions could set the stage
for a new wave of microcap outperformance.
In the Mailbag, Martin weighs in on some of the most intriguing
small-cap names investors are watching right now. He revisits the
remarkable run of Kraken Robotics (PNG.TO), explaining why he’s
trimmed but still holds a small position, breaks down the risks
and rapid growth behind Hydreight Technologies (NURS), and
outlines both the opportunity and recent “yellow flags”
surrounding Kits Eyecare (KITS.TO). He also discusses ADF Group
(DRX.TO) and its potential to benefit from Canadian
infrastructure spending despite tariff headwinds, shares his
cautious take on Poet Technologies (POET) amid a short squeeze,
and gives his outlook on Cineplex (CGX.TO) as the box office
recovery gains momentum.
In Pro Picks, Martin leans into one of his highest-conviction —
and most controversial — themes: cannabis microcaps. After a
brutal industry shakeout that saw widespread bankruptcies, he
believes a new class of profitable, fast-growing players is
emerging. He highlights Cannara Biotech (LOVE.TO) as a standout,
pointing to its low-cost production, dominant Quebec market
share, and strong growth trajectory. He also makes the case for
Auxly Cannabis (XLY.TO), a turnaround story with improving
margins, strong brands like Back Forty, and backing from
strategic investor Imperial Brands. Beyond cannabis, he rounds
out his picks with D-BOX Technologies (DBO.TO) as a unique way to
play the movie theatre recovery through high-margin royalty
revenue.
Timestamps
00:00 Trailer
02:20 Intro
04:50 From poker to micro caps
07:30 What’s the winning formula?
10:00 Investment process: Example: Kraken Robotics
14:10 Is volatility expected in the micro cap market?
17:10 Microcap commodities
19:40 ITM Mailbag: Kraken Robotics (PNG)
20:55 Hydreight Technologies (NURS)
22:50 KITS eyecare (KITS)
30:10 ADF Group (DRX)
34:30 Poet Technologies (POET)
38:20 Microcap SaaS stocks
39:50 Cineplex (CGX)
42:00 Mathieu’s Pro Picks, focus on marijuana stocks (DBO, LOVE,
XLY)
58:15 ETF Minute: CI’s New Asset Allocation ETFs Add a “Plus” to
the Classic Portfolio
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
ETF Minute is sponsored by CI Global Asset Management. For more
on CBAP, CEQP and CI’s portfolio management multi-asset
strategies check out:
CBAP:
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CEQP:
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DISCLAIMERS
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
IMPORTANT DISCLAIMERS:
This segment of “In the Money” with Adam Bharam has been paid in
part by CI Global Asset Management.
This podcast is provided as a general source of information. The
opinion and information provided in this discussion are solely
those of the speaker(s) and are not to be used or construed as
personal, legal, accounting, taxation or investment advice, or as
an endorsement or recommendation of any entity or security
discussed or provided by CI Global Asset Management.
Individuals should seek the advice of professionals, as
appropriate, regarding any particular investment.
Commissions, trailing commissions, management fees and expenses
all may be associated with an investment in mutual funds and
exchange-traded funds (ETFs). Please read the prospectus before
investing. Important information about mutual funds and ETFs is
contained in their respective prospectus. Mutual funds and ETFs
are not guaranteed; their values change frequently, and past
performance may not be repeated. You will usually pay brokerage
fees to your dealer if you purchase or sell units of an ETF on
recognized Canadian exchanges. If the units are purchased or sold
on these Canadian exchanges, investors may pay more than the
current net asset value when buying units of the ETF and may
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Certain statements in this podcast are forward-looking that are
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conditions. Forward-looking statements are subject to risks,
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forward-looking statements contained herein are based upon what
CI Global Asset Management and the portfolio manager believe to
be reasonable assumptions, neither CI Global Asset Management nor
the portfolio manager can assure that actual results will be
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