Club Conversation with Sean Westropp, Deep Sail Capital's Microcap Playbook

Sean Westropp is the CIO of Deep Sail Capital, a long/short fund focused on growth, with most of the long book in microcaps and the balance in established mid-cap growth. He launched the fund to outside investors in 2022, after running a predecessor vehicle that began as a value strategy and pivoted to growth in 2017.

This discussion took place live on May 7th, 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, Sean walks through the four-pillar framework he uses to evaluate microcap management teams, the weekly forward-IRR ranking he runs across his ~500-name investable universe, and why he thinks shorting industry bubbles works better than shorting individual names. He also breaks down three names on his radar, Westell Technologies, AmpliTech Group, and SuperCom, and uses Kraken Robotics as a case study for riding a microcap winner from a $150 million market cap to mid-cap scale.

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Chapters

00:00 Introduction to Sean Westropp and Deep Sail Capital

02:39 Sean's Journey into Investing

06:28 Investment Strategy: Growth vs. Value

10:30 The Importance of Management in Micro Cap Investing

14:15 Navigating Growth Phases in Micro Caps

18:41 Managing a Diverse Investment Universe

24:48 Short Selling: Strategies and Challenges

31:24 Technical Analysis in Short Selling

35:32 Exploring Westell Technologies

44:12 Diving into AmpliTech Group

57:11 Understanding SuperCom's Growth Potential

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