On the Radar


David Brown of Los Angeles-based Hawk Ridge Management LLC describes the situations he finds most conducive to market mispricing, why he doesn’t screen for ideas based on valuation, why his strategy has particularly shined in troublesome markets, and what he thinks the market is missing in RMR Group, Enviva, Transmontaigne and SeaSpine.

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