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Kanen Wealth Management/Philotimo Fund

by Snowball Research Team

I. Basics

Kanen Wealth Management, LLC is a Florida‑based boutique wealth and small-cap investment firm founded in 2016 by David L. Kanen, who serves as its President, Managing Member, and Portfolio Manager

The affiliated Philotimo Fund, L.P. is a Delaware vehicle managed by Kanen that engages in activism via Schedule 13 filings.

David L. Kanen founded Kanen Wealth Management in 2016 and has 34 years of investment experience. From 1988 to 2012, Dave worked for several brokerage firms as both an institutional and retail advisor. From 1992 to 2004, Mr. Kanen worked as a wealth manager/broker with A.G. Edwards & Sons, Inc., where he served both retail and institutional clients, including hedge funds, that focused on value investing. Dave is the President and Portfolio Manager of Kanen Wealth Management, LLC and Philotimo Fund, L.P. Located in Coconut Creek, Florida, the firm provides portfolio construction and market-responsive investment management strategies. Its investment philosophy is rooted in value-based investing. Dave graduated from Jacksonville University with a B.A. in Marketing in 1988.

II. Letters & Presentations

Nil

III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
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