Sachem Head is a software and communications solutions company. It operates a cloud communications platform that enables developers to build, scale and handle customer engagement within software applications. Sachem Head was founded in 2013 by Scott Ferguson. He was the first investment professional hired at Pershing Square, where he worked for nine years.
Sachem Head has a history of solid value investing, but we believe that the firm really found its activist stride in 2020 with its investment in Olin. Ferguson took aat Olin — the first public company board seat he took in an investment that was not part of a group — and created tremendous value there. More recently, after nominating a majority director slate, Sachem Head settled forat US Foods. Taking board seats signifies both commitment and contribution, and this philosophy and style is really paying off for Sachem Hea