Engaged Capital

Overview

Established in 2012, Engaged Capital is a private investment firm based in Newport Beach, California, specializing in activist investing strategies. The firm aims to create long-term shareholder value by bringing an owner's perspective to the management and boards of undervalued public companies. Engaged Capital manages both long-only and long/short North American equity funds, dedicating its resources to a single investment style known as 'Constructive Activism,' focusing on delivering superior, long-term, risk-adjusted returns for investors. The firm's investment approach centers on active involvement and insights into the businesses it engages with, embodying a commitment to thoughtful and proactive management. Engaged Capital's dedicated team brings expertise and a collaborative spirit to address diverse investment opportunities. The firm has a history of engaging with companies across various sectors, including technology, healthcare, consumer goods, and energy, among others. Engaged Capital's track record includes notable activist investments in companies such as Rovi Corporation, Silicon Image, Inc., Medifast, Inc., and Jamba, Inc. The firm has also been involved in strategic partnerships, such as the one with Grosvenor Capital Management, which provided seed capital to support its investment activities. Engaged Capital's philosophy emphasizes constructive engagement with company management to unlock value and drive strategic change, aiming to enhance shareholder value over the long term.

Investment Focus

• Companies with undervalued stock prices
• Opportunities for strategic change
• Potential for long-term shareholder value creation

Portfolio Companies