Chris Colvin’s Breach Inlet Capital, a Dallas-based emerging hedge fund using a concentrated strategy targeting US listed small caps, likes the look of Hudson Technologies according to the firm’s presentation at a recent conference.
Breach is a fairly new name on the hedge funds scene. The fund only opened for business in March of last year but has already achieved impressive returns for investors. During 2016 Breach returned 23% net for investors with an average 36% cash weighting and a net ROIC of 37.7%.
With such impressive returns in its first ten months of trading, is no surprise that Breach’s Hudson Technologies pick has attracted plenty of attention.
Breach Inlet Capital: Long Hudson...
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