Iridian Asset Management LLC

Iridian Asset Management LLC

Iridian Asset Management LLC

Overview
Date Founded

1995

Headquarters

276 Post Road West,Westport, CT 06880-4703

Type of Company

Private

Employees (Worldwide)

44

Industries

Investment Services & Portfolio Management

Company Description

Iridian Asset Management is an independently owned, value-oriented investment management firm focused on active equity investment strategies for institutional investors, including foundations and endowments, corporate and public pension funds, sub-advised and Taft Hartley funds. As of September 30, 2012, assets under management totalled $7.7 billion in U.S. mid-cap, large-cap and small-cap equity strategies. Iridian was founded in 1996 by David Cohen and Harold Levy, two seasoned investment professionals who have worked side-by-side in the investment industry for over 20 years. Our unique "private business value" approach to investing, which drives our mid-cap and large-cap strategies, has its roots in their early investment careers, which encompassed direct experience in private equity, venture capital, distressed debt and bankruptcy takeovers. In analyzing investment opportunities, our founders learned the importance of focusing on cash-related metrics and in-depth, critical assessment of a company's management — two key factors that have been fundamental in shaping a shared and distinctive investment philosophy. In December 2009, the co-portfolio management team of Jordan D. Alexander and Stephen A. Friscia, Jr. joined Iridian to manage a Small-Cap Value strategy. Jordan and Stephen have worked together since 1998 and have co-managed small cap value strategies as a team since 2000. Today, Iridian is built around a collaborative team of experienced investment professionals managing a range of traditional investment strategies for institutional investors.

Contact Data
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Executives & Employees

Co-Founder

Executive Vice President & Chief Operating Officer

Chief Administrative Officer, General Counsel & Chief Compliance Officer

Senior Vice President & Chief Information Officer

Managing Director

Managing Director & Director of Research

Managing Director

Managing Director

Managing Director

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Recent Transactions
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Bank of Ireland purchases Iridian Asset Management LLC

Transaction Advisors
Investment Advisor

Advised onBank of Ireland purchases Iridian Asset Management LLC

Investment Advisor

Advised onBank of Ireland purchases Iridian Asset Management LLC

Legal Advisor

Advised onBank of Ireland purchases Iridian Asset Management LLC

Advisors & Consultants
Custodian

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Auditor

BDO USA, LLP is the United States Member Firm of BDO International, a global professional services network. BDO USA, LLP was founded as Seidman and Seidman in New York City in 1910 by three immigrant brothers: Maximillian L. Seidman, Francis E. Seidman, and Jacob S. Seidman.

Administrator

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Clients

The Howard Hughes Medical Institute (HHMI) is a nonprofit medical research organization that ranks as one of the nation’s largest philanthropies. HHMI plays a prominent role in advancing biomedical research and science education in the United States. Founded in 1953 by aviator and industrialist Howard R. Hughes, HHMI is headquartered in Chevy Chase, Maryland, and employs more than 3,000 individuals across the U.S. HHMI has an endowment of $16.1 billion of which the Institute spent $800 million for research and distributed $119 million in grant support for science education in fiscal year 2012

The American University of Beirut is a private, secular, and independent university in Beirut, Lebanon. Degrees awarded at the American University of Beirut (AUB) are officially registered with the New York Board of Regents. On April 24, 1863, the State of New York granted a charter for the Syrian Protestant College. The college, which was renamed the American University of Beirut in 1920, opened on December 3, 1866.

Since 1936, the University of Nebraska Foundation has existed to accomplish one goal - to advance the University of Nebraska. While independent from the university, we are intrinsically linked to it, connecting the dreams and passions of donors to the mission of the university, and stewarding donor generosity across its four campuses.

Non-Profit Donations & Grants
$1,500 - $2,999
2017
$500 - $999
2013
$500 - $999
2012
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