Cambino.
[...I'd assume that the Trafelet Fund scenario doesnt play out again for a couple reasons: - a lot more eyes are on this stock to snatch it up at bargain prices]
Aside from momentum players, who are the other eyes? Daytraders are a fickle lot. And there is no hard evidence of increasing institutional backing. Is there?
[...the markets are not in free-fall mode (at least they havent been for a while, although I fully expect this to change)]
If that's the case, then maybe it's just a matter of timing the exit before all hell breaks loose (again).
[...the fund manager for Pequot is on the EG BOD. We kind of have to assume this go around that the company and he would get together and cross the shares.]
Is it legal for director Farrell to still manage the holdings in that Pequot fund containing EGMI? I'm not sure about this. I'm guessing no.
PAUL FARRELL, DIRECTOR
Mr. Farrell joined Pequot Capital Management, a multi-billion investment adviser, in 2001. For seven years Mr. Farrell was a key member of Pequot’s Scout Fund Group, most recently co-manager and chief operating officer of the fund. Concurrent with his portfolio responsibilities at Pequot Capital Management, Mr. Farrell was one of seven members on the executive committee overseeing firm-wide investment strategy, operations and recruiting, and served as interim chief investment officer of Pequot Emerging Managers Fund, as well as a member of several internal investment committees. Previously, Mr. Farrell spent 13 years with Goldman Sachs, first as co-founder and manager of the Emerging Growth Research Group and then with Goldman Sachs Asset Management as chief investment officer of the firm’s US Value Equities division and as co-manager of the Capital Growth Fund and senior manager of the Small Cap Value Fund. Earlier in his career, Mr. Farrell was a partner with WR Capital Partners, LLC, a hybrid public and private equity partnership; managing director of Plaza Investments, an investment subsidiary of Geico Corp.; and a research analyst for consumer and cyclical stocks at Fred Alger Management. Mr. Farrell is currently on the Board of privately-held, New York based Kleinfeld Bridal and not-for-profit Gary Klinsky Childen’s Centers. Mr. Farrell has previously served on several public and private company boards.Mr. Farrell received his B.A., magna cum laude and M.A. in Economics from Yale University. Mr. Farrell is also a Certified Financial Analyst charter holder.
AI
