ENGAGED CAPITAL LLC Overview
Engaged Capital Llc is a hedge fund that manages 198.2 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 963MM in positions, representing 486% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 963MM in positions, representing 486% of the manager's regulatory AUM.
ENGAGED CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ENGAGED CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HAIN | 56.8% | Cons. Staples | -2.14% | 2.93% | 21 | 3% | ||
| RCII | 15.98% | Cons. Disc. | -34.28% | -3.87% | 9 | 6% | ||
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FEATURED IN
ENGAGED CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Glenn W. Welling | Chief Investment Officer | February-2012 |
| Christopher B. Hetrick | Member, Director - Research | October-2012 |
| Brendan B. Springstubb | Member, Senior Analyst | June-2013 |
| Richard T. Gray | Member, Chief Client Officer | March-2014 |
| David E. Demarest | Member, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | October-2014 |
| Andrew M. Bzura | Member, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | October-2012 |
ENGAGED CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
ENGAGED CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
General Investment Strategies
Engaged Capital primarily employs a long “constructive activist” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. We primarily seek investments that can be made at discounts to our estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. In conjunction with the long-focused part of the activist strategy, Engaged Capital may hedge our concentrated long investments. This is ty...
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Methods of Analysis and Investment Strategies
General Investment Strategies
Engaged Capital primarily employs a long “constructive activist” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. We primarily seek investments that can be made at discounts to our estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. In conjunction with the long-focused part of the activist strategy, Engaged Capital may hedge our concentrated long investments. This is ty...
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ENGAGED CAPITAL LLC Portfolio Concentration
ENGAGED CAPITAL LLC Location
610 NEWPORT CENTER DRIVE
SUITE 250
NEWPORT BEACH, California
UNITED STATES, 92660
SUITE 250
NEWPORT BEACH, California
UNITED STATES, 92660
ENGAGED CAPITAL LLC Contact Information
Phone Number: 949-734-7900
Fax Number: 949-734-7901
Website: http://www.engagedcapital.com
Fax Number: 949-734-7901
Website: http://www.engagedcapital.com
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