By Ariel Horton ’21
The magazine highlighted Mitchell for his innovative investment and trading strategies within his namesake fund, Mitchell Partners.
According to the Barron’s article, Mitchell’s fund widely invests in microcap stocks--small, low liquidity stocks that don’t trade on a major stock exchange. In other words, instead of opting for a few major stocks in big-name public corporations, Mitchell opts to invest in a diverse range of small, successful family businesses.
This is atypical for major traders, but Mitchell—who majored in political science at Whittier—has benefited from going against the grain. The natural businessman made his first investment when he was just 12 years old, and now, with more than 38 years of financial experience under his belt, Mitchell’s unusual methods have chalked up impressive returns.
Since 2000, his fund has earned an investment in the S&P 500 index every year, and the value of a dollar invested with Mitchell has increased by nearly 700 percent. Currently, Mitchell Partners is a $218 million dollar business.
Read more on the Barron’s website.