How Public Companies Grow with Long-Term Investors | Michael Sarner on Shareholder Strategy

Описание: Michael Sarner explains how Capital Southwest reshaped its shareholder base over the past decade—from 85% institutional ownership to 85% retail—and why that shift created stability, lower volatility, and stronger long-term support. He breaks down how the company’s post-spin performance rewarded patient investors, how dividends and compounding drove meaningful returns, and why a handful of long-tenured institutional holders still play a critical relationship role. Sarner also shares how key shareholders, including Texas-based investors, actively bring new deal flow.

Watch The Full Episode:    • Why Lower Middle Market Deals Are Actually...  

This clip covers:
• How a public company manages and evolves its shareholder base
• Why retail ownership stabilizes trading and reduces volatility
• How long-term investors benefited from the 2015 CSWI spin-off
• Why dividends and patience generated significant total returns
• How key institutional holders influence strategy and bring opportunities

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