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Engaged Capital. Bringing an Owner's Perspective To Managements and Boards of Small and Mid-Cap Public Companies

http://www.engagedcapital.com/

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CONTACTS AT ENGAGEDCAPITAL.COM

Engaged Capital

Andrew Bzura

610 Newp●●●●●●●●er Drive

Sui●●●250

Newp●●●●each , California, 92660

United States

1.94●●●●7910
an●●●●@engagedcapital.com

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Engaged Capital

Andrew Bzura

610 Newp●●●●●●●●er Drive

Sui●●●250

Newp●●●●each , California, 92660

United States

1.94●●●●7910
an●●●●@engagedcapital.com

View this contact

Engaged Capital

Andrew Bzura

610 Newp●●●●●●●●er Drive

Sui●●●250

Newp●●●●each , California, 92660

United States

1.94●●●●7910
an●●●●@engagedcapital.com

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Engaged Capital. Bringing an Owner's Perspective To Managements and Boards of Small and Mid-Cap Public Companies
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1 Engaged Capital
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Engaged Capital I Home | engagedcapital.com Reviews

https://engagedcapital.com

Engaged Capital. Bringing an Owner's Perspective To Managements and Boards of Small and Mid-Cap Public Companies

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engagedcapital.com engagedcapital.com
1

Engaged Capital I Guiding Principles

http://www.engagedcapital.com/guiding.html

Engaged Capital is committed to being a best-in-class money management firm. We hold ourselves to the highest ethical standards and strive for excellence in everything we do. The following principles govern how we run our business:. Hold management and Boards accountable. Represent all shareholders' interests. Communicate honestly and with transparency. Deliver on all of our commitments. Leave our portfolio companies in better shape than when we invested.

2

Engaged Capital I Strategy

http://www.engagedcapital.com/strategy.html

Undervalued, Premium Assets. Small - Mid Cap Focus. Companies with strong, defensible franchises. Current market value well below. Intrinsic value ( 30% PV). Identifiable reasons for value gap. Multiple paths for value creation. Management and/or Board interested. In creating value for shareholders. 500M - $8B market cap offers. Most activist funds too large to. Under-covered by Wall Street research. Engaged Capital’s deep research expertise maximizes opportunities. Our Wall Street connections help.

3

Engaged Capital I News

http://www.engagedcapital.com/news.html

May 27, 2016. MagnaChip Reaches Settlement with Engaged Capital, LLC. May 11, 2016. Engaged Capital Nominees Elected to Benchmark Board. May 4, 2016. Benchmark Shareholders the Time for Action has Arrived; Vote for Change on Engaged Capital’s BLUE Proxy to Elect all Three Engaged Nominees Today. May 2, 2016. Glass Lewis Joins ISS in Recommending Benchmark Shareholders Vote for Change on Engaged Capital’s BLUE Proxy. April 27, 2016. April 26, 2016. April 25, 2016. April 21, 2016. April 7, 2016. Letter to ...

4

Engaged Capital I Philosophy

http://www.engagedcapital.com/philosophy.html

We view ourselves as stewards of shareholder’s capital and believe by working constructively with company management and the Board we become a catalyst for positive change. In public companies, the shareholder’s voice gets diluted due to distributed ownership and frequent shareholder turnover. As a result it is common for management and Boards to begin placing the “interests of the company” (growth imperative) before the interests of the owners (return on investment).

5

Engaged Capital I Professionals

http://www.engagedcapital.com/professionals.html

Glenn W. Welling. Christopher B. Hetrick, CFA. Mr Hetrick is the Director of Research at Engaged Capital. His responsibilities include managing the research process from idea generation through to portfolio company communication as well as developing and overseeing the analyst team. Mr Hetrick graduated summa cum laude with degrees in Economics and Finance from Pepperdine University in Malibu, CA. He is also a CFA charterholder. Richard T. Gray. Greg Paulsen, CFA. Brendan Springstubb, CFA. Mr Springstubb...

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