Activist investments are categorized by our intention to influence or participate in the formulation, determination, or direction of certain business decisions of an issuer. Activist investments may involve accumulating a sizeable position in the securities of an issuer; working with the management, board of directors and/or other shareholders; and/or disseminating or soliciting proxies.
We originate proprietary Activist investment ideas and related opportunities through our differentiated experience and perspective. We work to identify and fully-vet what we perceive to be exceptionally compelling investment opportunities. During our due diligence and research and analysis process, our unique perspective often allows us to spot potentially material value enhancement, or value-add, opportunities, spanning capital allocation, strategy, operations and governance.
We are supportive, long-term stockholders of exceptional businesses and managements, and seek to establish constructive dialogues with issuers. Our extensive strategic, operations and boardroom experience, as well as our deep network of advisors and industry experts, enable us to effectively advocate for initiatives to create, unlock and maximize long-term shareholder value.
Activist investments may involve a formal working or advisory relationship with a portfolio company and may impact our ability to freely trade in the securities of a portfolio company. Activist investments described herein are privately made available solely to institutional investors.
Activist investment opportunities may be privately offered solely to Qualified Purchasers, which we refer to herein as “institutional investors”, and, subject to additional disclosures and agreements, may be accessed through a designated account, separately managed account, dedicated fund and/or other structure(s). No offer or solicitation is made herein.