Impactive Capital Lp

Impactive Capital LP, established in 2018, is a Delaware limited partnership led by Managing Partners Lauren Taylor Wolfe and Christian Asmar. The firm serves as an investment advisor to private funds, focusing on generating risk-adjusted returns by investing in high-quality businesses trading at attractive valuations. Impactive Capital employs a fundamental, research-intensive, long-term value investment strategy, aiming to influence companies for systemic change in capital allocation, strategic initiatives, and ESG policies. The firm manages approximately $2.8 billion in regulatory assets under management as of March 2025, with discretionary authority over all client investment activities. Impactive Capital charges clients asset-based management fees ranging from 1.25% to 2.00% annually and may receive performance allocations based on realized and unrealized profits. The firm does not accept compensation for the sale of securities and does not engage in soft dollar arrangements. Clients may include high net worth individuals, family offices, endowments, foundations, and pension plans, with minimum investment commitments outlined in governing documents. The firm's investment strategies involve risks such as market volatility, long-term investments, undervalued securities, activist roles, and regulatory restrictions. Impactive Capital has adopted a Code of Ethics to address conflicts of interest, personal trading policies, and compliance procedures. The firm exercises investment discretion, reviews client portfolios regularly, and has custody of client assets. Voting of client securities is conducted in the best interest of clients, with conflicts of interest managed by the Chief Compliance Officer. Impactive Capital does not have any disciplinary events or financial conditions affecting its ability to manage client accounts.