Investment Strategy
Impactive Capital is a fundamental, research-intensive, long-term oriented value investor in the public markets. Its core strategy involves seeking to be a catalyst to realize long-term value in each Client’s investments. This is achieved by influencing management teams and Boards to effect systemic change in areas such as capital allocation, strategic initiatives, operational improvements, and Environmental Social and Governance (ESG) policies. Impactive Capital believes these techniques enhance competitiveness, profitability, and maximize value realization over the long-term. It adopts a concentrated, long-term approach, willing to take on short-term price risk and recommend initiatives that may dampen short-term profitability in pursuit of superior longer-term returns, viewing value creation as a multi-year effort.
A critical part of Impactive Capital's investment process is a continuous feedback mechanism. This mechanism focuses on identifying improvements in the diligence process, reassessing indicators of management quality and board effectiveness, identifying improvements in optimizing positions, and assessing which ESG changes were made and how they impacted returns. While Impactive Capital may employ hedges in the portfolio, it is important to note that investing in a Client involves a high degree of risk, including the potential loss of the entire amount invested. Impactive Capital intends to invest substantially all Client assets in securities, which are sensitive to economic, market, industry, and other variable conditions, and there is no guarantee that the investment program will be successful.
Owners
- IMPACTIVE CAPITAL LLC - GENERAL PARTNER
- GARRETT, JAMES, WILLIAM - CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER
- ASMAR, CHRISTIAN, ALEJANDRO - MANAGING LIMITED PARTNER
- TAYLOR WOLFE, LAUREN - MANAGING LIMITED PARTNER
Click on the Ownership/Private Fund Data tab for more details.
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