Circumference Group LLC
Circumference Group LLC is an investment firm headquartered in Little Rock, Arkansas, founded in 2009 by Jeff Fox. The firm specializes in both public and private equity investments and leverages the operational experience of its team to deliver superior risk-adjusted performance. Employing its proprietary Core Value Assessment (CVA) framework, Circumference Group invests across public equities, private equity, and early-stage ventures through its CG Ventures arm. The firm serves a variety of stakeholders, including public companies, private business owners, and co-investment partners, and has approximately 26 employees.
Investment Strategy
Circumference Group utilizes its proprietary Core Value Assessment (CVA) framework to thoroughly evaluate investment opportunities, focusing on business-to-business services and technology companies. The firm targets public companies with strong long-term growth and free cash flow potential facing strategic or operational complexities, invests alongside partners in private equity transactions, and selectively participates in pre-seed and seed-stage ventures. The strategy emphasizes flexible capital structures, long-term value creation, operational partnership with management, and a patient, sustainable approach to growth rather than short-term results.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TWLO | TWILIO INC | 8.64% | $8.3M | 67,000 | $81.10 | $124.36 | +$3.4M |
E EXTR | EXTREME NETWORKS | 7.36% | $7.1M | 395,000 | $12.25 | $17.95 | +$1.9M |
R RGP | RESOURCES CONNECTION INC | 7.18% | $6.9M | 1,289,243 | $10.82 | $5.37 | -$9.2K |
T TDC | TERADATA CORP DEL | 7.18% | $6.9M | 310,000 | $31.78 | $22.31 | +$172.1K |
I INFA | INFORMATICA INC | 5.81% | $5.6M | 230,000 | $22.99 | $24.35 | +$1.1M |