PRESENTATIONS
Selected presentations by Mick McGuire of Marcato Capital Management on investing, capital allocation, corporate governance, and shareholder value creation. The collection includes analyses of individual businesses, strategic alternatives, and pathways to long-term value realization.
2014: Marcato Investment in Packaging Corporation of America
In 2014, Marcato Capital Management presented its investment thesis on Packaging Corporation of America at the Excellence in Investing conference, highlighting the containerboard manufacturer's strong free cash flow and attractive valuation.
2016: Marcato Capital Investment in Epiq
In 2016, Marcato Capital Management invested in Epiq Systems, an industry-leading provider of technology solutions for the legal profession, with the aim of advocating for strategic changes to enhance shareholder value, including cost-cutting measures and operational improvements.
Information contained on this website and in the presentations has not been independently verified by Marcato and Marcato disclaims any and all liability as to the completeness or accuracy of the information and for any omissions of material facts. Marcato undertakes no obligation to correct, update or revise the information or to otherwise provide any additional materials. Neither Marcato nor any of its affiliates, makes any representation or warranty, express or implied, as to the accuracy, fairness, or completeness of the information contained herein.
The ides and presentations may contain forward-looking statements which reflected Marcato’s views with respect to, among other things, future events and financial performance. Forward-looking statements are subject to various risks and uncertainties and assumptions. If one or more of the risks or uncertainties materialize, or if Marcato’s underlying assumptions proved to be incorrect, the actual results may vary materially from outcomes indicated by these statements. Accordingly, forward-looking statements should not be regarded as a representation by Marcato that the future plans, estimates or expectations contemplated will ever be achieved.
The securities or investment ideas listed are not presented in order to suggest or show profitability of any or all transactions. There should be no assumption that any specific portfolio securities identified and described on this website or in the presentations were or will be profitable. Under no circumstances is this website or the presentations to be used or considered as an offer to sell or a solicitation of an offer to buy any security, nor does the website or the presentations constitute either an offer to sell or a solicitation of an offer to buy any interest in any investment fund or vehicle