Barry Rosenstein Founder & Managing Partner Jana Partner

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Barry Rosenstein is Founder & Managing Partner of JANA Partners LLC., an activist fund based in San Francisco. The fund has a value-oriented and research-intensive approach to special situation public securities, capitalizing on the transactional legal and finance backgrounds of the principals. It has core long and short positions in companies in which it constantly reviews strategic alternatives. It also invests in under-followed orphan equities and other event-driven strategies.

JANA is a $5 billion dollar event driven fund that has generated a yearly net return of 27% since its inception. Before establishing JANA, Mr. Rosenstein founded the private equity fund Sagaponack Partners L.P., where he worked as a managing partner.

He graduated with his M.B.A. from the University of Pennsylvania’s Wharton School of Business in 1984. He is also a C.P.A. He began his professional career at Merrill Lynch in New York, working as an investment-banking specialist in mergers and acquisitions.

In 1986, Mr. Rosenstein married Lizanne Teitelbaum. His father is a senior partner in the Cranford, New Jersey tax accounting firm of Rosenstein, Schantz & Jacobson.

Before JANA, he was founder and head of Genesis Merchant Group’s Investment and Merchant Banking Group.

Prior to Genesis, Mr. Rosenstein formed Reatta Partners, where he was a managing partner. It was through Reatta Partners that he made a move to acquire Justin Industries, Inc. Before Reatta, he had been in charge of corporate takeovers for Asher Edelman’s Plaza Securities Corporation.

Under Mr. Rosenstein’s direction, JANA has become widely recognized as a pioneer in the field of shareholder activism. The company’s most famous activist successes joining forces with Carl C. Icahn to force Kerr-McGee to sell underperforming assets and recapitalize, resulting in Kerr-McGee’s stock price to more than double in the span of a year.

He then profited handsomely as the company was sold for about three times JANA’s initial cost. Other activist actions in which he has prevailed include forcing about transformational change, protecting against value-eroding actions and generally maximizing shareholder value at companies like American Coin, Artesyn Technologies, Deutsche Bourse, Handleman Co., Herbalife Ltd., InterCept, Inc., SourceCorp Inc., Time Warner, Titan International, York Co. and other companies on a public basis or by working with closely behind the scenes with boards and managers.