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Engaged Capital LLC: Activist Profile

Engaged Capital, LLC, ("Engaged Capital") was established in 2012 by a group of professionals with significant experience in activist investing in North America and was seeded by Grosvenor Capital Management, L.P., one of the oldest and largest global alternative investment managers. Engaged Capital is a limited liability company owned by its principals and formed to create long-term shareholder value by bringing an owner's perspective to the managements and boards of under-valued public companies. Engaged Capital's efforts and resources are dedicated to a single investment style, "Constructive Activism" with a focus on delivering superior, long-term, risk-adjusted returns for investors. Engaged Capital is based in Newport Beach, California.


Glenn W. Welling

Glenn is the founder and CIO of Engaged Capital, an activist fund focusing on small and mid-cap public companies. Previously, he was Principal and Managing Director at Relational Investors, managing consumer, healthcare, and utility investments. Prior to that, he served as Managing Director at Credit Suisse, leading its advisory business and advising on over $100 billion in transactions. Glenn also held leadership roles at HOLT Value Associates, Valuad U.S., and consulting firms A.T. Kearney and Marakon Associates. He has served on numerous boards, including BRC, Inc., NCR Corporation, The Hain Celestial Group, TiVo Corporation, Medifast, Inc., and Jamba, Inc., holding key roles on committees such as Audit, Compensation, and Strategy. In 2018, Glenn was named one of NACD’s 100 most influential directors. He also served on the Corporate Governance Advisory Council of the Council of Institutional Investors and has taught executive education at the Wharton School, his alma mater.


Letters & Presentations

Active 13D Positions

Stock

Company name

Sector

% of Portfolio

Link

PTLO

Portillos Inc

Consumer Discretionary

13.4%

PRAA

Pra Group Inc

Finance

6.2%

NVRO

Nevro Corp

Health Care

2.2%

EVH

Evolent Health

Information Technology

18.3%


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