Meet the Manager: Jay Creel and John Dowling, Bares Capital

Based in the growing tech ‘hub’ of Austin,Texas, we speak with Jay Creel and John Dowling of Bares Capital who invest in small-to-mid-cap tech disruptors with long-term growth potential. With a high-conviction portfolio, currently investing in just 9 positions, we take a deep-dive into Bares’ stock selection process and their boots-on-the-ground approach, exploring a few positions in detail. Looking beyond the uncertainty of COVID-19, we discuss the longer-term trends which could present greater opportunities.