Ross Klein of Changebridge Capital presented a pair of ideas at a recent webinar with Hedge Fund Alpha. Changebridge Capital manages two active exchange-traded funds. The firm uses a quant, fundamental and sustainable process to select high-conviction names. It keeps 30 to 40 long positions and 15 to 20 short positions in one of its funds, and the other fund is a long-only fund. Neither fund has much overlap with the S&P 500.
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Background on Quipt
One of the two ideas Klein presented was Quipt, a durable medical equipment supplier with a $180 million market capitalization. The company...
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