Club Conversation with Dylan Marrello, Asymmetric Bets in Hated Industries
Dylan Marello is CIO of Marello Capital, a fund he launched after a career as a corporate litigator. He runs a concentrated, long-only portfolio of roughly 12 to 15 names, market-cap agnostic, but skewed toward asymmetric setups in hated or overlooked sectors.
This discussion took place live on May 6th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join
In this episode, Dylan discusses how his legal background shapes the way he writes and structures investment theses, why he sizes…
The skinny
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