Ross Klein of Changebridge Capital presented ideas at a recent webinar with ValueWalk. Changebridge Capital manages two active exchange-traded funds. The firm uses a quant, fundamental and sustainable process to select high-conviction names. Q2 2021 hedge fund letters, conferences and more One of the two ideas Klein presented was Civeo, which has a $330 million market cap and $650 million enterprise value. The company provides remote site accommodations for the natural resource industry. Background on Civeo Most of Civeo’s business is in Canada and Australia, where it provides remote living accommodations for employees of steel, oil, gas and LNG companies….
Ross Klein of Changebridge: Thesis for Civeo
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.