RELATIONAL INVESTORS Overview

Relational Investors Llc is a hedge fund that manages 2.9 BN dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/15. The fund's latest filing disclosed 840MM in positions, representing 29% of the manager's regulatory AUM.

RELATIONAL INVESTORS StockAlpha

-3.2%
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

RELATIONAL INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

RELATIONAL INVESTORS Founders and Key Employees

Name Title In Position Since
Ralph V. Whitworth Principal March-1996
David H. Batchelder Principal March-1996
John A. Sullivan Senior Managing Director July-2001
Henry Jay W. Winship Senior Managing Director April-2011
Kirt P. Karros Managing Director July-2008
Jagdish Jay N. Sitlani Chief Financial Officer & Chief Compliance Officer January-2014
Kathleen M. Carney General Counsel And Chief Compliance Officer January-2014

RELATIONAL INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

RELATIONAL INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Investment Strategy and Method of Analysis

1. Method of Analysis

Relational seeks to identify, invest in, and create long-term growth in mature companies with strong cash flows from sound core businesses that have significantly underperformed the market and their peers.

Relational uses proprietary research and analysis to determine its investment decisions and the engagement process for each portfolio company.

2. Investment Strategy

Relational specializes in activist investing. This primarily involves investing in shares of public companies that Relational believes to be underperforming and then engaging the management and/or board of that company to achieve specific changes that Relational believes will improve their performance.

Relational engages a company by focusing the attention of its shareholders, management, and board of directors on factors that Relational...
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RELATIONAL INVESTORS Portfolio Concentration

RELATIONAL INVESTORS Location

12400 HIGH BLUFF DR.
SUITE 600
SAN DIEGO, California
UNITED STATES, 92130

RELATIONAL INVESTORS Contact Information

Phone Number: 858-704-3333
Fax Number: 858-704-3344
Website:

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