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  1. 03.03.2017

    Quantum Corporation and VIEX Capital Advisors Sign Agreement to Reconstitute Quantum Board

    Quantum Corporation and VIEX Capital Advisors Sign Agreement to Reconstitute Quantum Board to Consist of a Majority of New Directors PR Newswire – March 3, 2017   SAN JOSE, Calif., March 3, 2017 /PRNewswire/ — Quantum Corp. (NYSE: QTM) today announced that it has reached an agreement with VIEX Capital Advisors, LLC, which owns approximately 11 […] read more

Stride

  • North Elm Capital

    Funded by Stride in February 2015

NorthElm

North Elm engages in cross-capital structure research targeting equity and credit investments in companies undergoing balance sheet transformations.

A significant structural gap exists between debt and equity markets, created by differences in fund mandates, firm organization, and analyst training.  Equity investors often misunderstand the impact balance sheets can have on shareholder value, and credit investors often understand balance sheet implications but cannot invest in equities.

North Elm focuses its research on balance sheet transformations that equity markets are often ill-equipped to assess, particularly in their early stages.  North Elm uses cross-balance sheet research to identify long and short investments, most often in equities.  The result is a portfolio of names uncommon to other hedge funds.

Founder and Portfolio Manager David Rockwell has 15+ years of cross-capital structure investment experience as co-PM of Tiger-backed North Oak, with prior roles at King Street, General Atlantic, Blue Ridge, and Morgan Stanley M&A.

Contact North Elm