Capital Misallocation

Capital Misallocation

The Year of The Small Caps?

Benny & The Squirrel: Ep. 47 with Adam Peck

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Capital Misallocation and The Blind Squirrel
May 01, 2026
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In Episode 47, Benny & The Squirrel welcome Adam Peck to the show. Adam is CIO at Riverwater Partners in Milwaukee and he has managed small cap funds with a value oriented strategy for two decades since he finished grad school with Benny, as they were classmates, and somehow survived that pain gauntlet. Connect with Adam on LinkedIn or check out his writings on his firm’s website linked above.

The show was recorded at 8pm EST on Thursday 30th April.


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