"Superior Returns Through Constructive Involvement; Catalyzing Change Through Consensus Building; Adding Value Through Responsible Stewardship"

Relational Investors LLC seeks to produce superior returns by using its combination of capital and experience to influence the direction of its portfolio companies.

Relational Investors LLC is a San Diego-based, Registered Investment Adviser¹ that serves some of the largest pension funds in the world.

Relational invests in and strives to create long-term growth in publicly traded, underperforming companies that it believes are undervalued in the marketplace.  Through intense and focused research, Relational develops an engagement plan to unlock value in its portfolio companies. The Firm seeks to engage the management, board of directors, and shareholders of a portfolio company in a productive dialogue designed to build a consensus for positive change to improve shareholder value.

  • Relational is a privately owned asset management firm founded in 1996.

  • Relational’s two products each have concentrated portfolios of generally 8-12 U.S. and Canadian-listed companies:

    1. Relational Investors fund: Large-Cap Equity

    2. Mid-Cap fund: Mid-Cap Equity


  • Relational manages approximately $6 billion in total.

  • The Relational Investors fund², from inception in 1996 through December 31, 2009, has materially outperformed its benchmark, the S&P 500 Total Return Index, on a cumulative basis.

  • Relational’s nine-person executive management team averages over 20 years of investment experience.  Relational’s two founders have worked together since 1985.


¹Relational Investors LLC is registered with the U.S. Securities and Exchange Commission.
² From 1996 until February 2006 the Relational Investors Fund (the "Fund") invested in both mid-cap and large-cap companies. As the Fund grew its assets under management the average market capitalization of companies the Fund invested in increased and the Fund now primarily invests in large-cap companies. Performance figures contained herein include all investments.
 
© Copyright 2007, Relational Investors LLC