Lauren Taylor Wolfe of Impactive Capital, an impact-oriented activist investing firm, presented her thesis for HD Supply at the Invest for Kids conference late last week. Wolfe is one of the very few women who work in activist investing.
Q3 2020 hedge fund letters, conferences and more
Focus on quality
HD Supply is one of Impactive's biggest positions. The fund added to it in March and April and now owns a little over 1 million shares. Wolfe also sits on the company's board of directors.
Wolfe said one of the key criteria for her fund is quality. Impactive Capital looks for quality businesses in which they see a multi-year, attractive double-digit investment...
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