The creator notes the perception that Japan is very cheap, which they find interesting when compared to the UK.
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Why Global Small Cap Value is the Best Investment Opportunity Right Now | Mark Cooper
Sep 19, 2026
The Acquirers Podcast features Mark Cooper of Mak Alpha discussing their investment strategy, which focuses on global small-cap value stocks for long positions and high-valuation small-cap growth stocks in the US for short positions. Cooper highlights that international small-cap value is historically attractive, while US small-cap growth presents an opportunity comparable to the dot-com bubble's peak. The firm invests in approximately 100 securities on each side, with significant exposure to the UK, Japan, and the US, while avoiding financial, utility, and real estate sectors due to perceived lack of competitive advantages and high leverage.
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