About
Eminence Capital is a global asset management firm founded in 1999 by Ricky Sandler and based in New York. Managing approximately $8 billion, the firm focuses on long/short and long equity strategies with an activist approach. Sandler leads a team of 17 investment professionals, including seven Portfolio Managers who have averaged 14 years at Eminence. Prior to founding Eminence, Sandler co-founded Fusion Capital Management and began his investing career as a research analyst at Mark Asset Management in 1991. Eminence offers three global equity strategies: Long/Short, Long, and Alpha Extension. The firm invests in publicly traded global equity securities with multi-year holding periods.
Investment Focus
Eminence employs a quality value approach combining rigorous bottom-up fundamental analysis with detailed financial research. The team identifies quality, durable businesses trading at discounts that will undergo positive changes in investor perception. The firm takes activist positions when it can influence outcomes through board engagement. Eminence maintains concentrated positions across diverse sectors and geographies with multi-year holding periods.