Red Mountain Capital Partners LLC (the “Firm”) is a constructive activist investment firm founded in January 2005 by Willem Mesdag to manage investments primarily in undervalued small cap companies and to enhance and realize shareholder value through active ownership. We seek to build significant ownership stakes (5-15%) in a concentrated portfolio (10-15 positions) of small cap public companies and seek to actively engage with the management teams of our portfolio companies on a range of initiatives to enhance value. ESG is an integrated part of our investment process. As part of our diligence process for each potential new investment we seek to identify key ESG issues specific to a company or its sector and understand how these risks will/could impact investment outcomes. If the risks are too significant we will either not invest or formulate an engagement plan to mitigate or eliminate these risks.
Due to our bottom-up investment approach, we have not employed a thematic approach to ESG issues historically, but do not rule out the possibility of doing so in the future.