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Legion Partners Asset Management, LLC

I. Basics

Founded in 2012, Legion Partners Asset Management is a California-based hedge fund manager owned by Raymond White, Christopher Kiper, and Bradley Vizi. The firm provides investment management and consulting services to institutional clients, including pension funds, high-net-worth individuals, and family foundations. Specializing in activist investing, Legion employs a deep value approach with a long-term ownership horizon and active engagement. Its strategies may include securing board representation, influencing corporate policies, or advocating for strategic initiatives to enhance shareholder value.

Raymond Ted White

Mr. Raymond White is a Co-Founder and Managing Director at Legion Partners. Previously, he served as Managing Director and COO at Knight Vinke Asset Management and as Deputy Director of the Council of Institutional Investors. At CalPERS, he was Director of Corporate Governance, overseeing its $3 billion Governance Program. Earlier roles include Investment Officer at the California State Treasurer's Office. Mr. White has held leadership positions with the International Corporate Governance Network and the Public Company Accounting Oversight Board. He earned an MBA in Finance from California State University, Sacramento, and is a Chartered Financial Analyst.

Christopher Kiper

Mr. Kiper is a Co-Founder, Managing Director, and Chief Investment Officer of Legion Partners Asset Management, LLC, focusing on undervalued U.S. small-cap companies since 2012. Previously, he was Vice President and Portfolio Manager at Shamrock Capital Advisors and founded the Ridgestone Small Cap Value Fund. Earlier, he held roles at Global Crossing Ltd. as Director of Financial Planning and began his career as an Auditor at Ernst & Young. Mr. Kiper holds a B.S.B.A. in Accounting from the University of Nebraska.

II. Letters & Presentations

Letters

Onespan Inc. - 18-Aug-2020 | 22-Feb-2021 | 25-Feb-2021 | 15-Apr-2021 | 3-May-2021 | 3-May-2021 | 26-May-2021 | 14-Aug-2023

Clear Channel Outdoor Holdings, Inc. - 16-May-2023

Chefs' Warehouse, Inc. - 8-Feb-2024

Presentation

Onespan Inc. - 17-May-2021 | 18-May-2021 | 24-May-2021

III. Live "significant" companies
Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).
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