Activism

Driving change. Creating value.

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Our vision is to elevate the standing of shareholder activism, where constructive engagement can bridge the gap between where companies are, and where they should be.

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For over two decades, JANA has leveraged shareholder engagement in an attempt to increase the value of select investments in undervalued public companies. Our longevity is underpinned by the consistent creation of value not just for our investors, but for shareholders and our portfolio companies alike.

The information provided on this page is for illustrative purposes only, is not mandatory, and is subject to change without notice.  The accuracy of the information herein is not guaranteed and does not contain all material information concerning JANA, its affiliates, or its strategies.  All investments involve risk including the potential loss of all the principal invested.  Descriptions of processes are high-level representations of complex processes.  In actual investing, strategies and steps discussed on this page may be omitted, reordered or supplemental.  Each element of the investment process described herein has an intended goal, but there is no guarantee that any or all goals will be satisfied.  

 

JANA Strategic Investments (JSI) is an activist-only strategy launched in 2010 that leverages constructive shareholder engagement in undervalued public companies and seeks to generate consistent returns for our investors.

JANA Strategic Investments (JSI) is an activist-only strategy launched in 2010 that leverages constructive shareholder engagement in undervalued public companies and seeks to generate consistent returns for our investors.

Investment Process

JANA's Activism

Industry Executive Network

Risk Management

We attempt to mitigate drawdown risk through a disciplined due diligence process, quality shareholder engagement, max position-level exposures and by employing minimal to no leverage in the portfolio. Our V3 investment criteria (value, likelihood of votes, variety of ways to win) aim to further enhance downside protection.

 

The information provided on this page is provided for illustrative purposes only and is not mandatory. The risk management process employed by JANA includes an effort to monitor and manage risk but does not imply low risk.