“Soft Activist” P2 Capital Shows it Cards
| May 10th, 2009 | ||
| Two years after launching its “soft activist” hedge fund, Claus Moller’s P2 Capital Partners finally revealed its portfolio holdings. The firm’s 12/31/08 filing with the SEC shows that it manages $183 million in equity assets across 14 companies. The firm takes a private equity approach to public equity investing and calls itself a “friendly activist” because it likes to constructively help out management teams of its portfolio companies. P2 Capital’s top positions were in Pool Corporation (POOL) with $29.5 million, UTi Worldwide Inc (UTIW) with $29.3 million, PSS World Medical Inc (PSSI) with $20.1 million and Corinthian Colleges Inc with $19.9 million. Approximately 50% of its portfolio was held in Industrial/Business Services companies, while 35% was held in Consumer Discretionary companies. P2 Capital Partners was founded in 2006 by Managing Partner Claus Moller. From 1999 to 2003, Mr. Moller was a Managing Partner at Blum Capital Partners, a San Francisco-based hedge fund manager that was founded in 1975 by Chairman Richard C. Blum. For more information on P2 Capital, please see the firm’s profile below. | ||
For Detailed Investor Profiles on these Investors, click below: |
P2 Capital Partners |
Blum Capital Partners |
Related People: Claus Moller;
Related Entities: Blum Capital;
Related Article Tags: Shareholder Activists, Corporate Raiders and Proxy Battles; Hedge Fund Launches and Hedge Fund Closings
Add a Comment |
More Recent Headlines
Dalton Investments Launches Distressed-Debt Strategy |
SPQR and BlueGem in Auction for Panmure Gordon & Co |
Top Solar-Focused Hedge Funds Revealed |
Hedge Funds Post Big Gains in April |
China’s Sovereign Wealth Fund Promotes UBS-Vet to Run Direct Investments |
Claren Road Adds Two Asian Bond Portfolio Managers |
Off-Target Again, Ackman Complains About Annual Meeting Location |
Greenlight Buying Ford Bonds as well as EMC Corp, Harman & Pfizer Equities |
Highbridge adds Constellation Growth’s VC Capabilities |
Neuberger Berman Celebrates Independence |
Other Openings and Closings
The Big Hedge Fund Stories from 2011: Part 1 | ||
| January 25th, 2012 |
Clifford Asness’ AQR Capital preps for several Hedge Fund Launches | ||
| January 2nd, 2012 |
Yashwant Bajaj’s Juggernaut Asia Fund up 45% | ||
| December 27th, 2011 |
Czech Asset Management rises from the ashes of FrontPoint Partners | ||
| December 27th, 2011 |
Goldman Funding ex-Barclays Trader through Seeding Fund | ||
| December 14th, 2011 |
