Strategy Overview
Ancora Alternatives invests in fundamentally sound but mispriced companies that offer multiple avenues for unlocking value, including through constructive shareholder intervention and value-enhancing engagements.
Within our Activist Strategy, we invest in a concentrated portfolio of 10-12 companies, focusing on businesses with strong balance sheets that are either undermanaged or underperforming relative to their broader peer group.
The portfolio management team has executed over $5 billion in activist-related investments to date and has first-hand experience serving as corporate directors and successfully catalyzing change in the boardroom.
Ancora Alternatives is widely recognized as a top activist investor and has seated over 45 directors on portfolio company boards since 2014. Notable investments have included Big Lots, Inc. (NYSE: BIG), RB Global, Inc. (NYSE: RBA) and Forward Air Corporation (NASDAQ: FWRD).
