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 09/30/16. The fund's latest filing disclosed 275MM in positions, representing 139% of the manager's regulatory AUM.

ENGAGED CAPITAL LLC StockAlpha

+4.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ENGAGED CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BHE 22.06% Tech 13.63% 3.44% 7 3%
TIVO 17.38% Tech 0% 0.33% 0 6%
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FEATURED IN
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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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ENGAGED CAPITAL LLC Portfolio Concentration

ENGAGED CAPITAL LLC Location

610 NEWPORT CENTER DRIVE
SUITE 250
NEWPORT BEACH, California
UNITED STATES, 92660

ENGAGED CAPITAL LLC Contact Information

Phone Number: 949-734-7900
Fax Number: 949-734-7901
Website:

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