Closing the Gap


Arnaud Ajdler and Brad Favreau of Engine Capital describe why they don’t start out screening for cheap stocks, how they try to foster constructive conversations with the management and boards of companies they’ve targeted for activism, and why they're seeing mispriced value in CACI International, MTY Food Group and Houghton Mifflin Harcourt.

If you are a subscriber, log in to access the issue and bonus archive: