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Potential Portfolio Idea - Exactech (EXAC)

As I wrote in this weekend’s summary, after a good 11 months to start the fund’s life, we’ve been disemboweled in the month of July, so I wasted a nice Michigan weekend (they are rare, trust me) scrounging through the underbrush to find ideas that ARE working in this environment. There must be something working. By “working” I mean down less than 15% in the past 2 months (it’s all relative). And further - trying to avoid names the hedge funds won’t ruin - which means smaller than our normal fare. I found a few ideas but the smaller you go the more risk (and potential reward) you have. Two of the companies I found report tonight and since I am risk averse I won’t buy ahead of earnings but the first I am interested in (I’ve actually had this on a watch list for a few months but have not had time to research it until I got peeved with the rest of the portfolio this weekend) is $350M market cap …
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