Legion seeks to generate attractive long-term returns employing deep fundamental research, a concentrated portfolio and responsible, collaborative engagement as a catalyst for value creation
OVERVIEW
- SEC-registered investment advisor based in Los Angeles, CA
- Founded in 2012; employee-owned
STRATEGY
- Focus on small-caps, a more inefficient universe with higher alpha generation potential
- Concentrated, high-conviction portfolio built on deep fundamental research to identify undervalued stocks
- Accelerate growth and catalyze value creation through ownership-oriented collaborative engagement with boards and management teams
EXPERIENCE
- Each co-founder has over 20 years of activist experience
- Track record of attractive & uncorrelated returns in both our commingled funds and co-investment vehicles
- Proven track record of effective shareholder engagement
- Legion is singularly focused on one investment strategy – Small-Cap Activism