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RESEARCH
NOTES

Starboard Value LP: Activist Profile

Starboard Value LP is an investment adviser specializing in a focused, fundamental approach to investing in publicly traded companies. The firm targets deeply undervalued companies and actively collaborates with management teams and boards to identify and implement strategies to unlock value for all shareholders. Starboard’s principals have been managing investments using this approach since 2002.


Jeff Smith

Jeff Smith is the Managing Member, CEO, and CIO of Starboard Value LP. Before founding the firm in 2011, he was CIO for the Value and Opportunity platform at Ramius LLC, a Cowen Group subsidiary, where he served as Partner Managing Director. Earlier, he worked in strategic development at The Fresh Juice Company and began his career in Mergers and Acquisitions at Société Générale.

Smith serves on the Board of Advisors for First Generation Investors, Inc. and the Shaquille O’Neal Foundation. He holds a B.S. in Economics from The Wharton School at the University of Pennsylvania.


Letters & Presentations

REGIS CORP 6-Oct-2011 Letter

REGIS CORP 12-Oct-2011 Presentation


Active 13D Positions

Stock

Company name

Sector

% of Portfolio

Link

MTCH

Match Group Inc

Consumer Discretionary

7.7%

Link

AQN

Algonquin Power & Utilities Corp

Utilities And Telecommunications

7.2%

Link

BLMN

Bloomin' Brands Inc

Consumer Staples

3.0%

Link

ROG

Rogers Corp

Information Technology

1.9%

Link

ALIT

Alight Inc

Finance

6.8%

Link

ACTG

Acacia Research Corp

Industrials

6.1%

Link

FTRE

Fortrea Holdings Inc

Health Care

3.6%

Link

GDOT

Green Dot Corporation

Finance

1.3%

Link

NWS

News Corp Class B

Communications

5.2%

Link

ADSK

Autodesk Inc

Information Technology

10.9%

Link

CRM

Salesforce Inc

Information Technology

8.4%

Link

GDDY

Godaddy Inc

Communications

10.5%

Link

WIX

Communications

6.7%

Link

KVUE

KENVUE INC.

Household & Personal Products

New

Link

PFE

PFIZER INC

Drug Manufacturers

New

Link

HR

HEALTHCARE REALTY TRUST INC

Reit - Healthcare Facilities

New

Link


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Raghuraman, Founder,  Linkedin

001-9790937345

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