Greystone Capital on HMHC: “This is the 2nd Time that We’ve Been Subject to a Top 5 Position Being Taken Out Via Tender Offer Prematurely”

Greystone Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. During the first quarter of 2022, returns for separate accounts managed by Greystone Capital ranged from -6.4% to -17.9%. The median account return was -12.7%, net of fees. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.

In its Q1 2022 investor letter, Greystone Capital...