Miri Capital Management LLC
Miri Capital is an independent investment management firm, led by experienced professionals, employing a “consultavist” approach, in which we seek to work with our portfolio companies in furtherance of shareholder value.
Ben Griffith, CFA
Principal, Portfolio Manager
Ben Griffith developed the MIRI engagement investor approach to investing in international small capitalization companies across an investment career focused on some of the least efficient emerging, frontier, and small developed equity markets. Prior to founding Miri Capital, Ben was the portfolio manager of the MIRI Strategy at Caravan Capital Management LLC, where he also assisted in managing other frontier and emerging market funds. Ben was previously an analyst and portfolio manager at Victoria 1522 Investments LP, where he focused on global frontier markets and South East Asia. Ben also created Centigage, a short-lived analytics site utilizing social media data to track and analyze market sentiment. In his first job, Ben was an Equity Data Analyst at Bloomberg LP covering Latin America, where he saw first-hand that how data flowed through to market participants in emerging markets (or didn't, in some cases) could be just as important as the data itself.
Throughout his career, Ben has traveled to diligence investments in over 100 countries and has studied, lived, and worked in several. Originally from Maine, Ben enjoys traveling, being outdoors, fishing, cooking, music, history, and archaeology.
Clifford Sueyoshi, CFA
Cliff Sueyoshi was the operations manager at Caravan Capital Management LLC, working alongside Ben, from 2016 through the end of 2020 prior to the spin-out and the launch of operations of MIRI Capital. At Caravan, Cliff managed operations for multiple investment strategies focused in the emerging and frontier markets. Before joining Caravan Capital, Cliff Sueyoshi was an analyst, trader, and operations officer for six years at Victoria 1522 Investments LP in San Francisco. His duties at Victoria 1522 included investment and portfolio research, primarily in South East Asian markets, as well as Asian market trading and operations for the firm’s investments throughout the emerging markets. Before joining Victoria, Cliff was employed at the Federal Home Loan Bank, San Francisco from 2004-2008 as an analyst in the bank’s collateral risk management group. From 2000 to 2003, Cliff was a Performance Analyst at Montgomery Asset Management.
Chief Compliance Officer, General Counsel
Prior to joining Miri Capital, Dave served as the Chief Compliance Officer and Legal Counsel for Capital Growth Management Limited Partnership in Boston from 2004 through 2022. At CGM, Dave developed and administered the firm’s regulatory compliance program covering the registered investment adviser along with its hedge fund, registered mutual funds and separately managed accounts. This included drafting and revising compliance policies and procedures, conducting regular compliance reviews, managing interactions with regulatory entities, reviewing marketing materials and preparing and reviewing regulatory filings and registrations. Dave also managed all legal matters for the adviser and its investment products including regulatory updates, investment product disclosure documentation, contract negotiation, licensing agreements and litigation issues. In 2015 Dave was named president of CGM’s registered mutual funds and served in that role through 2022 while continuing as CCO and counsel. As president, Dave served as Chairman and managed the production of required documentation for all mutual fund board meetings, performed risk assessments for the adviser and its investment products and drafted quarterly market updates for the mutual fund investors.
Before joining CGM, Dave worked as an attorney in private practice representing clients in private securities offerings where he drafted offering memorandums and managed state registration and federal registration exemption issues. Dave also represented clients with respect to corporate governance issues, stock purchase and asset purchase transactions, commercial financing, employment and intellectual property matters.
Edward Y. Kim, CFA
Edward Kim was previously a Senior Analyst at Caravan Capital Management LLC, for five years, where he conducted fundamental research on companies across the Firm’s investment strategies, including the MIRI Strategy.
Prior to joining Caravan in 2015, Ed was an Analyst covering emerging Asia at Victoria 1522 Investments LP, a global emerging markets fund manager, for 6 years. At Victoria 1522, Ed provided research coverage of the emerging and frontier markets of North and South Asia, while also covering the Technology sector globally.
Ed also worked at Pacific View Asset Management as a Senior Analyst on the international small cap strategy. From 2003 through 2008, Ed worked in sell-side equity research in both Asia and the US at Bank of America, Deutsche Bank, and Korea-based Daewoo Securities, specializing in small and mid-cap technology companies. Before going to business school, Ed held sales and business development roles in semiconductor and IT hardware companies in Silicon Valley where he managed Asia-based customer and partner relationships.
Matt Seguin, CFA
Prior to joining Miri Capital, Matt Seguin traveled independently to 12 countries across Europe and Asia, meeting with management teams and conducting due diligence on small capitalization public companies. From 2014-2019, Matt worked at Rainier Investment Management in Seattle. Starting as a research associate on the firm's US domestic equity strategies, Matt joined Rainier's international small cap team as an analyst in 2016. In this role, Matt was a generalist across sectors and geographies, conducting idea generation and due diligence on international small cap companies in Asia, Europe, and the Americas.
Matt grew up in Portland, Oregon and enjoys road cycling, fly fishing, traveling and history. Matt is also passionate about supporting nonprofits in the areas of multigenerational housing, grade school education, and veteran support.
Operations and Compliance Specialist
Before joining Miri Capital, Karlie Thompson was a Regulatory Specialist with Stone Coast Fund Services, a fund administrator, where she focused on shareholder-level AML/KYC, tax analysis, compliance, and reporting. Prior to her time at Stone Coast, Karlie worked for a fund administrator in Luxembourg where she was a member of the Financial Reporting and Risk team. She began her career in JP Morgan's wealth management division, where she worked among a team of financial advisors providing investment management services to high net-worth clients.
Karlie grew up in Maine and enjoys reading, traveling, knitting, and indoor cycling. She also spends time volunteering in some of Maine's more underserved communities assisting with meals, translation services, and English classes.