top of page

RESEARCH
NOTES

Corvex Management LP: Activist Profile

Corvex Management LP is an asset management firm founded by Keith MeisterĀ in December 2010.


The fund engages in fundamental value-based investing, with the ability to take an active role in situations that create asymmetric risk/reward opportunities. It focuses on high-quality businesses undergoing change in industries with positive secular tailwinds. Corvex's longer-term investment horizon, concentrated portfolio construction, and industry expertise enable thorough due diligence and research.

The fund's experienced and knowledge-based approach to collaborating with management teams, boards, and other stakeholders aims to create shareholder value.


Keith Arlyn Meister

Founder & Managing Partner, Corvex Management LP

Keith Meister founded Corvex Management LPĀ in 2010, where he serves as Managing Partner. He is also Chairman of Harlem Children's Zone, an Independent Director at MGM

Resorts InternationalĀ (since 2019), and Managing Director at General Partners LLCĀ (since 2004). Previously, he held leadership roles at American Real Estate Partners LPĀ (CEO, 2003ā€“2007) and Icahn Enterprises LPĀ (Vice Chairman & CEO, 2003ā€“2010). Mr. Meister earned his undergraduate degree from Harvard CollegeĀ in 1995.


Letters & Presentations


Active 13D Positions

Stock

Company name

Sector

% of Portfolio

Link

SWX

Southwest Gas Holdings Inc

UTILITIES AND TELECOMMUNICATIONS

13.7%

MDU

Mdu Resources Group Inc

UTILITIES AND TELECOMMUNICATIONS

10.8%

VSTS

Vestis Corp


9.8%


0 views0 comments

Recent Posts

See All

Comments


Insight

Insight

Monthly reports

Activism

Research

Research

Subscribe to our newsletter ā€¢ Donā€™t miss out!

Anchor 1
Flag on Mountain Peak

Address

Contact

March Intelligence Research LLP,

65, Sakthi Garden, 2nd cross street, Okkiam thoraipakkam, Chennai, Tamilnadu, India

Raghuraman, Founder,  Linkedin

001-9790937345

raghu@snowballresearch.com

snowball research

Value investing  | Qualitative screening

bottom of page