Value Walk | Undervalued Industrials
In this interview, Goodwood's Portfolio Managers', Ryan Thibodeaux and Josh Pesses discuss some of the opportunities they are seeing on the long and short side in today's market.
Goodwood Commentary | Q1 2016 Quarterly Review
Goodwood's Portfolio Managers discusss Q1 2016 and share their thoughts on Q2 2016.
Value Walk | A Matter of Perspective
In this article, Goodwood's Portfolio Managers', Ryan Thibodeaux and Josh Pesses discuss their background, goals and investment process.
Value Investor Insight | Uncovering Value
In this article, Goodwood's President & Portfolio Manager, Ryan Thibodeaux details Methanex and discusses why he believes the company is well positioned to maintain its industry leadership.
Goodwood | Outliers
Goodwood's President & Portfolio Manager, Ryan Thibodeaux discusses two outlier events and how their intersection may have produced an attractive opportunity for small-cap stocks.
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