About
Blackwells Capital is a multi-strategy investment firm founded in 2016 by Jason Aintabi, who serves as Chief Investment Officer. The firm makes investments in public securities, engaging with management and boards both publicly and privately to help unlock value for all stakeholders including shareholders, employees, and communities. Blackwells posted exceptional returns of 99.7% in 2021 and has successfully pushed for change at major companies. Notable campaigns include Peloton where the firm advocated for CEO replacement and a potential sale, Colony Capital where it led board restructuring, Disney where it nominated three directors and proposed strategic alternatives, and ongoing engagements at Match Group and Wendys. The firms principals have invested globally on behalf of leading public and private equity firms and held operating roles across media, energy, technology, insurance, and real estate sectors.
Investment Focus
Blackwells employs a multi-strategy approach. The firm takes a holistic approach to activism, engaging with companies to drive strategic, operational, and governance improvements. Blackwells is known for thorough analysis and for pursuing both collaborative engagement and public proxy contests when necessary. The firm targets undervalued situations where strategic changes, leadership transitions, capital allocation, or reorganizations can unlock shareholder value.