We Are Deep Value, Long-Term Oriented Active Investors
Legion Partners’ competitive advantage stems from an ability to combine the strengths and reputations of institutional partners and high net worth investors with a well-aligned active management strategy in corporate governance.
Activism That Drives Value
Legion Partners’ corporate governance, or activism, style of investing utilizes deep value security selection, a long-term oriented ownership horizon, active engagement to ensure added value for the benefit and interests of longer-term shareholders. Activist strategies may involve obtaining representation on a portfolio company’s board of directors, implementing various efforts to impact a portfolio company’s policies or strategic direction or, in some cases, simply advocating specific business activities for the fundamental benefit of a portfolio company.
Tapping Potential with Proper Oversight
We believe that poor governance and ineffective corporate leadership can lead to considerable deterioration of long-term value and a dramatic increase in risk. In the past, have included individual company situations, sectors and industries, and to an extent, the broader capital markets. Appropriate corporate governance and proper oversight from long-term oriented equity owners can effectively protect value by lowering risk and can act as a major catalyst to reverse value destruction under select conditions. In our view, good governance provides a critical link between key business drivers and long-term incentives with a central focus on capital efficiency and sustainable economic profit.
Aligning with Long-Term Goals
Responsible activism has historically been able to unlock significant shareholder value and generate strong, consistent returns for investors. Our private equity approach to investing in public markets is distinctly efficient and well aligned with the interests of long-term shareholders. In addition, our extensive due diligence on each target portfolio company helps to mitigate overall investment risk and creates a more beneficial risk profile for our investors.