Engle Capital Management, based in Connecticut, was founded in Q4 of 2014. The firm specializes in a fundamentally driven, concentrated long/short equity strategy, focusing on companies with market capitalizations ranging from $1 billion to $10 billion undergoing transformative change. The leadership team includes Jeff Helman as the portfolio manager and Jeff Hoffner as the head of research, both of whom began their professional investing careers at Scout Capital. Engle Capital Management operates as a process-oriented organization, emphasizing long-term business perspectives. The firm targets annual returns exceeding 20% for each investment idea over a 5-year horizon.
Jeffrey Hoffner is a Co-Founder and Managing Partner at Engle Capital Management. His professional focus centers on advising leading-edge companies engaged in acquiring, developing, constructing, and financing energy projects, particularly focusing on renewable energy initiatives across the United States and globally. Jeff has extensive experience representing diverse stakeholders, including investors, developers, lenders, and innovators in the emerging liquefied natural gas market.
Engle Capital Management manages discretionary assets totaling $489,390,872, according to their Form ADV filed on March 2024. The firm serves four clients, and their most recent 13F filing for Q1 2024 disclosed $358,717,252 in managed 13F securities, with a top 10 holdings concentration of 56.26%. Engle Capital Management's largest holding is SharkNinja Inc., with 570,000 shares held.
