Goodwood Capital On Undervalued Industrials [Part Two]

Goodwood Capital On Undervalued Industrials [Part Two]

This is part two of a two-part interview with Ryan Thibodeaux and Josh Pesses, Portfolio Manager and Co-Portfolio Manager of Goodwood SMID Cap Discovery fund. The interview is part of ValueWalk’s Value Fund Interview Series. Part one can be found here.

Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here.

In early April, we sat down with Goodwood's team to discuss some of the opportunities they are seeing on the long and short side in today’s market.

And ahead of the interview, Goodwood’s founder, Ryan Thibodeaux and co-portfolio manager Joshua Pesses put together the following bio of Goodwood...