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Askeladden Capital Management

I. Basics

Founded in 2016, Askeladden Capital is a long-only value investing firm based in the Dallas/Fort Worth metroplex, focused on small and micro-cap securities.

Askeladden Capital takes concentrated positions in undervalued businesses believed to have competitive advantages in markets with a positive secular outlook. These companies are expected to significantly increase their per-share earnings or free cash flow over time through a combination of organic growth and sound capital allocation, whether via M&A or returning capital to shareholders.

Samir Patel

Samir Patel is the Founder and Portfolio Manager of Askeladden Capital, a long-only investment firm specializing in value-oriented small-cap equities, which he founded in 2015. Since then, he has focused on deep fundamental research and long-term investing through separately managed accounts. From 2013 to 2015, he worked as a Research Analyst at Bonanza Capital, a hedge fund focused on small-cap stocks. Prior to that, he served as a Senior Editor at Seeking Alpha’s SA Pro division from 2012 to 2013.

Samir holds an MBA in Finance and Supply Chain Management (2014), graduating with a 4.0 GPA, and a B.S. in Biochemistry, magna cum laude (2013), both from the University of Texas at Dallas. His investment approach combines analytical depth with a strong conviction in undervalued opportunities.

II. Letters & Presentations

Letters

Astronova, Inc. - 3-Apr-2025 | 17-Apr-2025 | 3-Jun-2025 | 4-Jun-2025

III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
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