Jana Partners

Jana Partners is an investment firm founded in 2001 by Barry Rosenstein, specializing in event-driven and activist investing. The firm's core strategy revolves around active shareholder engagement, acquiring significant stakes in undervalued public companies with the goal of driving change and enhancing shareholder value. They aim to generate substantial alpha for their investors through constructive engagement that leads to material, value-accretive business outcomes.

Barry Rosenstein established Jana Partners in 2001 with an initial capital of $35 million, positioning the firm as a shareholder watchdog. The firm's approach emphasizes a culture built on high ethical standards, hard work, humility, inclusivity, and collaboration, fostering internal and external partnerships to successfully execute its investment strategies.

Jana Partners has a history of notable activist investments across various sectors. Recent activities include taking a significant stake in Alkami Technology, a banking software provider, with the aim of exploring strategic changes, potentially including a sale to a private equity firm. Other past and present portfolio companies include Mercury Systems, Inc., The Cooper Companies, Inc., Lamb Weston Holdings, Inc., Markel Group Inc., Fiserv, Inc., Freshpet, Inc., TreeHouse Foods, Inc., New Relic Inc, Fidelity National Information Services, Inc., and Leidos Holdings, Inc. Historically, the firm has also engaged with companies such as Whole Foods Market, Conagra Brands, PetSmart, Apple Inc., and Walgreens Boots Alliance.

The firm's leadership team, including Founder & Executive Chairman Barry Rosenstein, Managing Partner & Portfolio Manager Scott Ostfeld, and other partners, brings extensive experience to its investment process. Their expertise in identifying underperforming companies and advocating for strategic improvements underpins Jana Partners' long-standing presence in the activist investing landscape.