The following segment was excerpted from this fund letter.
RCM Technologies (RCMT)
RCM Technologies is a small and very far off the beaten path conglomerate, run by a sensible capital allocator with skin in the game (he and his partners own almost 25% of the company and have added materially to their position this year). The company is fairly small, with a market cap of less than $40mm, though it has over $200mm of annual sales. RCM has three main business lines: a fast-growing healthcare staffing segment (staffing nurses into schools and other institutions),