Northern Right Capital: Finding Value In Small-Caps

PRGX Global, Hudson Technologies, XO Group and Intevac are the four companies currently attracting the attention of Matthew Drapkin and Eric Ward of Northern Right Capital one of the value-orientated funds featured in this month’s issue of Value Investor Insight. The Education of a Value Investor As an activist fund, Northern Right Capital is always on the lookout for companies that aren’t living up to their full potential. Small-caps with inexperienced management teams, a lack of sell-side coverage and flawed corporate operating strategies are Northern’s preferred targets, although the fund also devotes around 30% of its portfolio to passive investments…