About
Alta Fox Capital Management is an activist hedge fund founded in 2018 by Connor Haley, who brings experience from Scopia Capital Management and Goldman Sachs. With approximately $339 million in AUM, Alta Fox focuses on overlooked and under-the-radar opportunities in small and mid-cap equities. The firm gained prominence with high-profile campaigns against Hasbro (advocating for Wizards of the Coast spinoff), Kohl's, and Daktronics. Haley is known for deep fundamental research, having produced extensive investment reports. Alta Fox has achieved strong risk-adjusted returns through concentrated positions in undervalued companies with transformation potential.
Investment Focus
Alta Fox seeks overlooked opportunities across asset classes, market capitalizations, geographies, and sectors without unnecessary constraints. The firm conducts deep fundamental analysis to identify high-quality assets at attractive prices early in their growth cycle. Alta Fox combines value investing principles with activist engagement, taking concentrated positions in small and mid-cap companies where fundamental improvements and governance changes can unlock significant shareholder value.