Voce Capital Management LLC

Hedge Fund California, United States ·Founded 2011

Overview

Voce Capital Management LLC is a San Francisco-based hedge fund specializing in value-oriented, research-driven investments in undervalued U.S. companies. The firm employs a concentrated portfolio strategy with a multi-year investment horizon, focusing on small capitalization firms that present potential catalysts for value realization. Voce Capital selectively engages in public activism to unlock value, leading to company sales, capital returns, strategic shifts, and governance reforms. Since its inception, the firm has delivered positive annual performance with double-digit compounded returns. Founded in 2011 by J. Daniel Plants, Voce Capital Management leverages his extensive experience in investment banking and law, including leadership roles in mergers and acquisitions at Goldman Sachs and JPMorgan Chase, as well as a securities law practice at Sullivan & Cromwell. This background enables the firm to identify and capitalize on opportunities for value enhancement in its portfolio companies. The firm's investment philosophy centers on identifying companies with potential catalysts for value realization and engaging in active dialogue to effect positive changes. Voce Capital's approach emphasizes a culture of integrity, excellence, and strong partnership, aiming to attract top-tier talent across all roles. The firm manages approximately $204.5 million in client assets as of December 31, 2022, and charges a 2.0% annual management fee along with a 20.0% incentive allocation based on realized and unrealized profits.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon

Portfolio Companies

The Coca-Cola CompanyThe Home Depot, Inc.The Goldman Sachs Group, Inc.The Walt Disney CompanyThe Kroger Co.Cutera, Inc.Argo Group International Holdings, Ltd.Arconic CorporationThe Cheesecake Factory IncorporatedThe Michaels Companies, Inc.The Wendy's CompanyThe Bank of New York Mellon CorporationThe Travelers Companies, Inc.The HartfordThe Allstate CorporationThe Progressive CorporationThe Chubb CorporationThe Prudential Insurance Company of AmericaThe MetLife, Inc.The AIG

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Frequently asked questions about Voce Capital Management LLC

What sectors does Voce Capital Management LLC invest in?

Voce Capital Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Voce Capital Management LLC is listed as a hedge fund in the ConnectSafely investor database.

What stage does Voce Capital Management LLC invest at?

Voce Capital Management LLC backs companies at Growth, Late Stage and Distressed, writing cheques of 5M - 50M.

Which regions does Voce Capital Management LLC invest in?

Voce Capital Management LLC invests across United States.

What companies has Voce Capital Management LLC invested in?

Voce Capital Management LLC's portfolio includes The Coca-Cola Company, The Home Depot, Inc., The Goldman Sachs Group, Inc., The Walt Disney Company, The Kroger Co., Cutera, Inc., Argo Group International Holdings, Ltd. and Arconic Corporation.

Last updated · Source: ConnectSafely investor database