JANA Partners

Founded in 2001 by Barry Rosenstein, JANA Partners is a leading event-driven investment firm recognized for its disciplined approach to shareholder activism. The firm specializes in identifying undervalued public companies where it can catalyze value through constructive engagement, focusing on operational improvements, optimized capital allocation, and strategic corporate transactions. JANA’s "V3" investment criteria—Value, Votes, and Variety of Ways to Win—underpins a rigorous selection process that seeks to align management incentives with shareholder interests to drive long-term total shareholder return (TSR). JANA has built a formidable track record of high-profile engagements across diverse sectors, including landmark campaigns at Whole Foods, Walgreens Boots Alliance, Conagra Brands, and more recently, Lamb Weston and Six Flags. By leveraging a deep network of industry operating partners and maintaining a reputation for working judiciously with boards, JANA effectively bridges the gap between current corporate performance and intrinsic potential.

• September 2025 Proxy Votes: Where Patience Should Be Running OutActivism · Oct 1, 2025
• Which Directors Deserve Your Vote? October Shareholder Meeting Insights from Boardroom AlphaActivism · Sep 25, 2025
• Which Directors Deserve Your Vote? September Shareholder Meeting Insights from Boardroom AlphaActivism · Sep 2, 2025
• 2023 Activist Cooperation AgreementsActivism · Dec 22, 2023
• Boardroom Alpha Daily ReadActivism · Apr 18, 2022
• Activist Alert: Treehouse FoodsActivism · Apr 18, 2022
• Boardroom Alpha Daily ReadActivism · Apr 15, 2022
• Starry falls in trading debutSPACs · Mar 29, 2022