Soroban Capital Partners

Eric Mandelblatt, the firm's founder, serves as Managing Partner and Chief Investment Officer and leads all investment activity. There is no disclosed investment committee; Mandelblatt is the central decision-maker.

The firm employs a research-intensive, field-driven approach rather than quantitative screening. It concentrates capital in a limited number of public companies and engages directly with management teams, consistent with a long-term, constructive-activist posture.

It operates both. The firm runs two strategies: a long/short equity fund and a long-only equity portfolio. Both strategies invest in the same set of sectors — Industrials, Technology, Consumer, and Business Services — and share the same concentrated, fundamental research process.

Soroban invests exclusively in public companies. It does not operate a private-equity, venture-capital, or pre-IPO strategy. Its engagement model, however, borrows heavily from private-equity practices, including deep due diligence and active management dialogue.

The firm publicly names four focus sectors — Industrial Economy, Technology, Consumer, and Business Services. It notably does not list financials, real estate, healthcare, energy, or materials as target areas, suggesting these are generally out of scope for its mandate.

Yes. Soroban is structured as an asset manager, not a single-family office. It manages commingled vehicles for institutional allocators, though it does not publicly disclose its limited-partner base or specific fund sizes.

As a public-equity manager taking concentrated, disclosed positions, Soroban does not operate a co-investment program in the private-markets sense. Its engagement with portfolio companies is bilateral, not syndicated alongside co-investor groups.