Jason Kirsch
Portfolio Manager and co-architect of the Active Value Strategy at Rosen Partnership, focused on concentrated, private-owner-style investing in micro-cap companies across Canada, the U.S., and Europe.
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Dec 5, 2025 • 37min
Thinking like Private Owners in the Public Markets with Jason Kirsch, Portfolio Manager at Rosen Partnership
Jason Kirsch, portfolio manager and co-architect of Rosen Partnership’s Active Value Strategy, focuses on private-owner-style investing in micro-caps. He discusses buying capital-light, high-ROIC compounders at discounts. He explains building a knowledge edge through deep channel checks, practicing constructivism with management, handling value traps from misaligned owners, and long-term position sizing tactics.
