Legion Partners, a California-based, long-term-oriented activist fund manager, announced today that they have selected ClearStructure Financial Technology’s multi award-winning portfolio management solution, Sentry PM.
The implementation of Sentry PM will automate Legion Partner’s front, middle, and back office operations. Sentry PM’s use of a GIPS methodology in the Performance Module will improve Legion’s efficiency in comparing its fund performance to its benchmarks. In addition, Sentry PM offers Legion the flexibility to scale as the firm continues to grow.
“We are excited to partner with ClearStructure in the implementation of Sentry PM for our business. Sentry PM provides custom reporting and performance tools that will assist us on an ongoing basis. Additionally, the hosted solution lets our entire team access information from anywhere,” stated David Katz, Chief Operating Officer of Legion Partners.
Scott Turley, CEO of ClearStructure, also commented, “Sentry PM continues to expand its footprint into the hedge fund space. Legion Partners is a rising firm that we are looking forward to collaborating with. In addition to growing our relationships on the west coast, we are pleased that an increasing number of our clients have recognized the value of replacing incompatible systems with Sentry PM.”
About Legion Partners Asset Management LLC:
Legion Partners Asset Management LLC is a registered investment advisor with the Securities and Exchange Commission of the United States. Legion Partners is a long-term-oriented activist fund manager focused on producing superior risk-adjusted returns for clients. Legion Partners investment strategy is concentrated on North American small cap equities, utilizing deep fundamental research and long-term shareholder engagement to drive superior performance over time. For a more detailed description of the company and contact information, please review the “Firm Brochure” (Form ADV, Part 2A) by visiting: Adviser Info.