PRGX Global, Hudson Technologies, XO Group and Intevac are the four companies currently attracting the attention of Matthew Drapkin and Eric Ward of Northern Right Capital one of the value-orientated funds featured in this month’s issue of Value Investor Insight.
The Education of a Value Investor
As an activist fund, Northern Right Capital is always on the lookout for companies that aren’t living up to their full potential. Small-caps with inexperienced management teams, a lack of sell-side coverage and flawed corporate operating strategies are Northern’s preferred targets, although the fund also devotes around 30% of its portfolio to passive investments — traditional value style investments where Northern believes the market misunderstands the opportunity on offer. While these trades are an...
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