Eminence Capital

Eminence Capital, LP is a global asset management firm focused on long/short and long equity investing, founded in 1999 by Ricky Sandler, who serves as CEO and Chief Investment Officer. The firm manages approximately $8.3 billion in assets and employs a team of over 20 investment professionals running diversified long/short and long equity portfolios. The firm's investment approach is grounded in bottom-up, fundamental research combined with detailed financial analysis, focusing on identifying companies poised for favorable shifts in investor perception. Sector exposure spans consumer cyclical, technology, communications, healthcare, financials, and industrials, with a global reach covering US and international equities, including India and Europe. Notable portfolio holdings include Amazon, Advanced Micro Devices, Liberty Formula One, Installed Building Products, Dave & Buster's, and Warner Bros. The firm has delivered a portfolio gain of approximately 9.55% since 2016, with a 19.33% average return in the last 12 months.