Investment idea generation.


Our thoughts.

The Underrated Fundamental Global Target

Fundamental Global is an underrated activist fund. One that has an interesting target. As part of Activist Strategy, we covered that last week. Here’s a look at some of Fundamental’s other campaigns.

  • Magnetek, Inc. - since going active in early 2014 Fundamental has more than doubled its stake and shares are up 40% since it went active.

  • RELM Wireless - Fundamental went active in 3Q14 and the stock is up 10% since. It’s worked its stake up to nearly double with a series of buys since.

The target we highlight, however, has a couple other activists involved. Read this piece and others via Activist Strategy.