Over half the board has a tenure of over 15 years (versus 1% of all S&P 500 directors). This is a situation that should settle, but if this does go to a proxy fight, we expect that Politan will prevail. In this regard, Centene has been significantly underperforming its peers with a 2.4% profit margin versus WellCare (which Centene recently acquired) at 4.2% and Molina Healthcare at 4.5%. Alt Turnover is calculated by taking either the total MV of new purchases or These plans are highly sensitive intellectual property, and prior non-public engagements are typically subject to confidentiality agreements. Politan Capital Management is based out of New York. Centene in July laid the groundwork for a succession plan when it established its office of the president and Neidorff said recently in public that he would not expect to be renewing his contract as CEO, the company said. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The suit is in response to amendments to Masimos bylaws that the Company adopted on September 9, 2022 (the "Bylaw Amendments") one week after its only meeting with Politan at which time the Board also instituted a stockholder rights agreement (commonly known as a poison pill). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Its Managed Care segment offers health plan coverage to individuals through government-subsidized programs, including Medicaid, state children's health insurance programs, long-term services and support, foster care, and Medicare-Medicaid plans. The note references new requirements by Masimo Corp which would force Politan Capital or any other activist planning to nominate directors at the medical device maker to disclose the identities of the fund's limited partners and future plans to nominate candidates elsewhere. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias. We, Yahoo, are part of the Yahoo family of brands. NEW YORK, October 21, 2022 -- ( BUSINESS WIRE )--Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company"). Find company research, competitor information, contact details & financial data for Politan Capital Inc of Great Neck, NY. our Subscriber Agreement and by copyright law. Industry: Pooled Investment Fund (See others in industry) Address: C/O Schulte Roth & Zabel Llp 919 Third Avenue, Suite 2300 New York, NY, 10022 Phone: 212-756-2000 . Centene is hired by states, and it works to improve the quality of care for Medicaid beneficiaries, as well as those of other government programs. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. By clicking Accept all you agree that Yahoo and our partners will process your personal information, and use technologies such as cookies, to display personalised ads and content, for ad and content measurement, audience insights, and product development. site you are consenting to these choices. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. Politan will also have a say in appointing the fifth director who has yet to be named. By leveraging over 35 years of experience in the franchise, real estate and software industries we not only provide . By continuing to use this site you are consenting to these choices. Politan Capital is located in Great Neck, New York. All rights reserved. Their business is recorded as FOREIGN LIMITED PARTNERSHIP . DELAWARE DOMESTIC LIMITED PARTNERSHIP. Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") MASI, filed a lawsuit in the Court of Chancery of the . Companies now face attacks throughout the year from all angles and by both familiar and unfamiliar aggressors. Activist: Politan Capital Management. Principal Place of Business and Contact Information 3. Politan Capital Management LP, founded by veteran activist Quentin Koffey, has a 9% stake in Masimo worth roughly $750 million, the people said. Stock Market Value: $44.2B ($75.86 per share). But those of Masimo Corp., the global medical technology company, are stronger than most. to see more advanced email alert options such as selecting any type of Politan owns a roughly $900 million stake in Centene, which is valued at $46 billion. For all but the brand-name activists, recruiting qualified directors to sign onto their causes will still be difficult, as will securing the capital to build a formidable stake. The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. Registered Agent: Politan brought its lawsuit against Masimo in October, after Masimo adopted a new so-called advance notice bylaw that, among other things, would require investment funds that have nominated a candidate for Masimos board to disclose information about their own financial backers to other shareholders in advance of proxy voting for directors. Under the new rules, shareholders voting by proxy in contested director elections can use one card to vote for a combination of director nominees from competing slates, just as if they were voting in person. The companys lawyers at Quinn Emanuel Urquhart & Sullivan and Paul Hastings have said Masimo adopted the bylaw to promote transparency after the U.S. Securities and Exchange Commission changed proxy voting rules to require that companies present shareholders with all board candidates on a single voting card. You may change your billing preferences at any time in the Customer Center or call Centene has previously attracted interest from activist hedge funds when Corvex Management, Sachem Head Capital Management and Third Point all pushed for it to consider selling itself. Our Standards: The Thomson Reuters Trust Principles. The pressure comes in an effort to motivate Centene's stocks, which haven't seen the growth that its peers' have, the Journal reported. An activist investor has a big stake in Masimo Corp. and plans to push the medical-device company to take action to improve its stock price following a poorly received acquisition, according to people familiar with the matter. Filings. The company has insisted that under protective orders shielding discovery, the identity of Politans investors would be disclosed only to Masimos lawyers, not even to company officials. POLITAN CAPITAL PARTNERS L.P. (DOS ID: 6283541) was incorporated on 2021-09-17 in New York. Their last reported 13F filing for Q3 2022 included $1,661,104,000 in managed 13F securities Politan's specific ideas couldn't be learned. Click Manage settings for more information and to manage your choices. Kent, DE; United States; Agent Name COGENCY GLOBAL INC Agent Address We act innovatively and think ahead. Activist: Politan Capital Management Percentage Ownership: ~2.0% Average Cost: n/a Activist Commentary: Politan Capital Management was founded by Quentin Koffey. A Division of NBCUniversal. NEW YORK, (BUSINESS WIRE) -- Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the. Subscribe to WhaleWisdom to view all filing data Politan is a company with a strong and stable position developed over many years, not only on the Polish market. for POLITAN CAPITAL MANAGEMENT LP, Top 20 equal-weighted holdings. NEW YORK, October 21, 2022 -- ( BUSINESS WIRE )--Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company"). Its the practice of buying shares in a takeover target, insisting that the acquirers offer is too low, and trying to convince the target to seek a better offer or the acquirer to pay more if they want to secure shareholder approval. 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Vinson & Elkins: Every Season Is Activist Season: Five Big Questions for 2023, Hedge Fund, Electromechanical Company Take Space at 106 West 56th Street, Insider buying: This CEO bought roughly $5 million of his stock after an activist investor lawsuit, Centene to shed Magellan Specialty Health for more than $600M, Medtech Company Invents Fentanyl-Level Poison Pill Fatal To Shareholder Activism. Moreover, the states work with Centene and its peers to produce actuarially sound margins, preventing these companies from making or losing a windfall on their services. Date Filing Type Reported Sold Incremental Cash Type Exemptions Link to Raw Filing; 2022-09-16 Amended: Future plans to nominate directors at other public companies in the next 12 months as well as details on any prior proposals or nominations made within the last 36 months. That Is the Question Whalewisdom has at least 4 13F filings, and 3 13D filings. .css-16c7pto-SnippetSignInLink{-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;}Sign In, Copyright 2023 Dow Jones & Company, Inc. All Rights Reserved. He will become executive chairman but will not keep that position beyond 2022. They require providing information that a nominating stockholder either does not have access to or is prohibited from disclosing due to confidentiality obligations. Distribution and use of this material are governed by A crafty but controversial corporate stratagem to counter activist investors will get an early test on Tuesday in Delaware Chancery Court, when both hedge fund Politan Capital Management LP and . Create Email Alert, ***Log In or Sign In. Politan Capital Management is an investment firm founded by Quentin Koffey. The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. Politan Capital Management LP, . The discovery fight that Cook will oversee at Tuesdays hearing will determine whether Masimos lawyers get an early look at the very information its advance bylaw would require Politan to disclose. Politan had held discussions with the St. Louis-headquartered company to push for new board members to be added. 1. activist campaigns that may turn into full-fledged proxy fights. Documents and information concerning Politans investors and financial backers are directly relevant to the claims and defenses at issue, Masimo said. Activist Commentary: Politan Capital Management was founded by Quentin Koffey. . Morsa Images | DigitalVision | Getty Images, Morgan Stanley's Q4 results show the Club holding is firing on all cylinders, as the stock soars. But, this process has to start at the Board, and this is where Koffey's activist expertise will come into play. The company's CEO is 78 years old and has served on the board for 25 years. A Dartmouth college graduate, she has worked as a journalist in New York covering the legal industry and the law for more than three decades. Politans specific ideas couldnt be learned. This organization has been operating for approximately 5 years. POLITAN CAPITAL MANAGEMENT CRD No. Politans suit seeks to declare the Bylaw Amendments unenforceable, find that the Companys directors breached their fiduciary duties by approving and implementing the amendments, invalidate the change of control provisions in the CEOs employment agreement that could result in hundreds of millions of dollars of value being transferred to Chairman and CEO Joe Kiani even if only two of directors on the Board were replaced, and enjoin Masimo and the Board from taking any actions to prevent Politan from exercising its rights to nominate candidates for election to the Board. We are delighted that you'd like to resume your subscription. Nicholas H. Politan, Jr. is a partner in the New York office of Gibson, Dunn & Crutcher and Co-Chair of Gibson Dunn's Energy (Power and Renewables) Practice Group. Drone Boats: Inside the U.S. Navys Latest Unmanned AI Tech, Watch: California Floods Leave Behind Washed Away Houses, Submerged Cars, Climate Activist Greta Thunberg Detained in Germany During Coal Mine Protest, Why the FTC Says Noncompete Clauses Are Hurting the Economy. Got a confidential news tip? Hotels near Zeithain Station, Riesa on Tripadvisor: Find traveler reviews, 575 candid photos, and prices for 614 hotels near Zeithain Station in Riesa, Germany. Politan and Politan GP share facilities . and a top 10 holdings concentration of 100.0%. This is a board that is desperately in need of refreshment the average tenure of the current Board is 11 years and the average age of the directors is 70 (both would be higher but for the new directors added only because of the WellCare merger). While owning a house may provide a sense of stability and serve as a huge capital asset, taking a house on rent gives greater financial and physical flexibility . Custodian. Investments Number of Investments 1 Number of Lead Investments 1 Politan Capital Management has invested in Masimo on Aug 15, 2022. The Specialty Services segment provides pharmacy benefits management services; nurse advice line and after-hours support services; and vision and dental services, as well as staffing services to correctional systems and other government agencies; and services to Military Health System eligible beneficiaries. Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. So many activists that fell short under the old rules may well suffer the same fate under the new ones. Koffey, who previously worked at hedge funds Senator Investment Group and DE Shaw, has a reputation for operating behind the scenes and has been credited with helping push Lowe's Cos (LOW.N) to replace executives and board members. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. BOSTON, Dec 14 (Reuters) - Centene Corp (CNC.N) reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company's board. This is a very low margin business, with net profit margins from 2% to 4%. NEW YORK, October 21, 2022--Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") (NASDAQ: MASI), filed a lawsuit in the Court of Chancery of the State of Delaware today against the Company and its Board of Directors (the "Board"). 1.1. politan capital at masimo corp. 1.2. third point at bath & body works. Activist Commentary: Politan Capital Management was founded by Quentin Koffey. Politan is likely going to strongly advocate for Burdick and DeVeydt as directors. Securities law guru John Coffee of Columbia Law School said in a blog post in October that requiring activist hedge funds to disclose their own backers advances the goal of greater transparency. Coffee derided Chicken Little-like predictions that such disclosures would pose an existential threat to activist campaigns. Centene is a managed care organization that provides health plan coverage to individuals through government-subsidized and commercial programs. However, they will also not back down from a proxy fight if their hand is forced: Koffey showed that at CoreLogic and Hess. Russian TV Touts a Big Victory in Ukraine. New York excavation contractor Brian Dietz does not view higher air fares as a deal-breaker for flying and airlines are seeing more small and medium size companies like his feeding a 2023 rebound in business travel. An activist investor has taken a big stake in Centene Corp. and wants the managed-care company to refresh its board and take other actions to boost its stock, according to people familiar with the matter. This column will examine the defense devised by Masimo Corp., a publicly held medical technology company, to resist a proxy contest threatened by Politan Capital Management LP, an activist hedge fund. This will schedule a job to export all requested 13f holdings data for this filer. The very next week the Company rejected our request for a meeting and amended its bylaws to effectively block stockholders ability to nominate directors. Many of these companies have seen their value fall sharply, are still in the development stage, have unproven management teams with little public-company experience, and have boards of directors who are unfamiliar with the nature of fiduciary duties and corporate governance at public companies. 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Thanks to our modern infrastructure and research and development division, we develop unique, often patented solutions which are appreciated by our customers. Sustainable Capital: To ESG or Not to ESG? POLITAN CAPITAL, CORP. Company Number 4555618 Previous Company Numbers C4555618 Status Active Incorporation Date 21 January 2020 (almost 3 years ago) Company Type Stock Corporation - CA - General Jurisdiction California (US) Registered Address 7840 FIRESTONE BLVD STE 109 DOWNEY CA 90241 United States Agent Name GUIDO A FUENTES Agent Address Before joining Reuters, she was a writer and editor at The American Lawyer. Politan Capital Management LP c/o Schulte Roth & Zabel LLP 919 Third Avenue, Suite 2300 New York, New York 10022 646-690-2830 With a copy to: Richard M. Brand Cadwalader, Wickersham & Taft LLP 200 Liberty Street New York, NY 10281 212-504-6000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) Get the latest business insights from Dun & Bradstreet. Svea Herbst-Bayliss. I dont envy Cook, who joined Chancery Court only in September. The case is Politan Capital Management LP v. Kiani, 2022-0948-NAC, Delaware Chancery Court. These disclosures would chill important and permitted communications among stockholders communications that the Securities and Exchange Commission has expressly encouraged and facilitate the harassment of any potential supporters of a stockholders efforts to nominate new directors. The Masimo bylaw, as my Reuters colleague Svea Herbst-Bayliss has reported, has engendered quite a bit of debate among corporate governance experts. Historically, he has partnered with experienced industry operators as board candidates (i.e., CoreLogic Bill Foley, Lowe's David Batchelder) and in this situation he has brought in Kenneth Burdick and Wayne DeVeydt. Fund Details. https://www.wsj.com/articles/politan-capital-management-has-roughly-900-million-stake-in-centene-11635966370. As sure as the seasons would turn, proposals would begin to appear around the holidays, voting would follow in the spring, and proxy contests would be over by the start of the summer. Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25). Politan put that information in play when it sued to invalidate the company's bylaw, Masimo contends. Centene's stock price climbed 0.83% in early trading on Tuesday. Yet they do have some strategies they can turn to conducting a corporate governance analysis, carrying out a carefully designed public communications campaign, readying a comprehensive break glass in case of emergency plan, and many more. Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") (NASDAQ: M After years of growth and optimism, the ESG movement is encountering its first serious ideological push-back, with anti-ESG activists increasingly seeking to influence the focus of activists who in recent years have used ESG as part of the narrative for their proxy campaigns. Larry Robbins's: Glenview Capital Management. But for companies involved in M&A, bumpitrage is no joke. You are limited to the prior 8 quarters of 13F filings. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Following this conversation, we asked to meet with the whole Board. How quaint that seems today. All quotes delayed a minimum of 15 minutes. If Delaware courts bless Masimos tactic, Politan predicted in its complaint, scores of other companies can be expected to rush to adopt similar, or identical, advance notice bylaws, thereby, in Politans view, subverting shareholders right to elect dissident directors. Business: Centene operates as a multi-national health-care enterprise that provides programs and services to under-insured and uninsured individuals in the United States. Data is a real-time snapshot *Data is delayed at least 15 minutes. Because the company adopted the new disclosure requirements after Politan said it wanted to engage with corporate management, Sidley said, the bylaw might be subject to enhanced scrutiny. But even as sustainability issues will take a backseat to economics in many new campaigns, look for activists to continue leveraging them when it suits their goals. Law firm Sidley warns clients about rules that may hinder activists, CEOs, not proxy cards, are what fuel activists, Koffey's Politan takes 9% stake in Masimo, to push for change. This investment - Post-IPO Equity - Masimo - was valued at $750M. There are 2 companies that go by the name of Politan Capital Partners LP. Morgan Stanley & Co LLC, First Republic Securities Company LLC. Download (Mbps) Oct 2022 Deutsche Telekom Vodafone 0 20 40 60 80 100 120 140 160 180 200 220 240. Politan Capital Management LP - Assets, Funds, Holdings . The two sides, both of which declined to provide me with a statement on tomorrows hearing, are also fighting over Politans subpoena for discovery that will illuminate Masimo directors deliberations about the advance notice bylaw. The issue here is what the target directors did, what the target directors knew, what the target directors thought at the time, Politan said, citing the Men's Wearhouse case. Politans lawyers from Schulte Roth & Zabel and Cadwalader, Wickersham & Taft contend the Masimo bylaw is a naked and unprecedented attempt to chill activist investors by demanding that they divulge confidential information about their investors and future plans. Table of Contents show. Polen Capital is a global leader in quality growth and high yield investing. Since Masimos advance notice bylaw is the first of its kind, theres no directly relevant precedent on discovery demands. 316047 Latest Filing 25 Jul 2022 SEC No. Politan GP is an affiliate of Politan and serves as the general partner of clients that are organized as U.S.certain and Cayman Islands exempt limited partnerships. In addition to Irenic Capital, which Adam Katz and Andy Dodge founded in 2021, new names include Strive Asset Management, founded by Vivek Ramaswamy in 2022, and Politan Capital Management, which . Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. [1]: Stats are not available for the latest quarter, View Last Form Adv Compilation Report on Record. Any after-the-fact revelation of the identity of Politans backers, the fund said, is irrelevant. This segment offers its services and products to state programs, correctional facilities, healthcare organizations, employer groups, and other commercial organizations. Private Equity Firm, Venture Capital Venture 42,876 Highlights Investments 1 Exits 1 Similar Companies 15 Recent News & Activity Funding Round Aug 15, 2022 Masimo raised $750,000,000 / Post Ipo Equity from Politan Capital Management Discover more funding rounds Details Mr. Politan is also a member of the Global Finance Practice Group. In particular, Sidley highlighted potential concerns about the timing of Masimos bylaw. They do not send angry public letters, and they do not seek proxy fights. Masimos bylaws eliminate stockholders ability to nominate directors and restrict stockholder voting to only those candidates selected by the incumbents. Politan Capital Management LP, a newly established hedge fund led by veteran activist Quentin Koffey, has a roughly $900 million stake in Centene and has spoken to the company about replacing. You can read more about your. After repeated requests, Mr. Kiani finally agreed to a meeting, during which we expressed our interest in obtaining representation on Masimos Board and made clear that Politan was approaching the situation with an open mind, would reserve judgment on any of Masimos strategic initiatives and had a long-term focus with the substantial majority of our capital committed for three to four years. The battle is joined by an extreme version of such bylaws adopted by the board of Masimo Corporation, a $7 billion medical device maker led by billionaire founder Joe Kiani, after Politan Capital, a hedge fund run by veteran activist Quentin Koffey, disclosed an 8.8% stake, and Koffey expressed interest in board representation. De-SPACed companies that are rigorous in their preparation and skillful in their responses will be best equipped to come out on top. BOSTON, Dec 14 (Reuters) - Centene Corp reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company . When completed, an email will be sent to the email address you specify Politan Capital Offshore Partners LP. Extra 20% Off Sitewide w/ adidas Promo Code, All Jeans + Pants 25% off! Date Filing Type Reported Sold Incremental Cash Type Exemptions Link to Raw Filing; 2022-09-16 Amended: $185,218,748: $185,218,748: Director. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 48314414, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Greenbrier Partners Capital Management LLC, Affirmative Investment Management Partners Limited, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. Kimberly Dart Heidt's Post Kimberly Dart Heidt Principal at Dart Retail Advisors, Inc. 6d Industry: Pooled Investment Fund (See others in industry) Address: C/O Walkers Corporate Limited 190 Elgin Avenue George Town, Grand Cayman, E9, KY1-9008 Phone: 345-814-7600 . Get this delivered to your inbox, and more info about our products and services. Politan Capital has large stake in Masimo August 16, 2022 - Activist investor Politan Capital Management LP has a 9% stake in Masimo worth roughly $750 million, and "plans to push the medical-device company to improve its stock price following a poorly received acquisition," according to a report from The Wall Street Journal. Universal Proxy Cards: Will the SECs New Rules Produce Change in the Boardroom? You can change your choices at any time by visiting your privacy controls. Nominate directors and restrict stockholder voting to only those candidates selected by the Name of Capital. 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