Glenn Welling, Engaged Capital
Glenn Welling, Christopher Hetrick and Brendan Springstubb of Engaged Capital describe how they distinguish themselves from bigger-name activists, the “disease” they often look to cure at target companies, a key goal they have beyond earning great returns, and why they see mispriced value in Benchmark Electronics, Rovi, Outerwall, Medifast and Jamba.
William C. Martin, Raging Capital Management
Raging Capital Management’s William Martin explains what he learned from early success and failure, the highly disparate situations that tend to attract his interest, why he’s long Crestwood Holdings, Orbcomm and Armstrong Flooring, and why he’s short Lannett Co. and companies exposed to Western Canadian real estate. Interviewed by Jeff Gramm
After an uncharacteristic stumble, has the time come for investors to forgive and forget?
An example of a common value-investor conundrum: Too early ... or just plain wrong?
How an idea that still requires considerable intestinal fortitude is working out so far.
Armstrong Flooring, Benchmark Electronics, Crestwood Equity Partners, Forest City, Fourlis Holdings, Jamba, Lannett Co., Medifast, Orbcomm, Outerwall, Rovi, Trinity Industries
Other Companies in this Issue:
Big 5 Sporting Goods, Boardwalk REIT, Builders FirstSource, Home Capital, MagnaChip, Ply Gem, Rentech