Opportunistic Value, 
Disciplined Approach

Tensile Capital Management is an investment firm capitalizing on unique opportunities in public and private markets. Utilizing its extensive research and due diligence process, the firm makes concentrated, high conviction investments in a select number of public and private companies. Our objective is to generate superior, risk-adjusted, after-tax returns through long-term investments, while maintaining a margin of safety against permanent capital impairment.



Who we are

Founded in 2012, Tensile employs an opportunistic value strategy that is focused on business quality which is overlooked or misunderstood, and therefore selling at a significant discount to intrinsic value. The firm combines fundamental analysis with a flexible investment framework to engage in both public and private markets.

Our Team

Get to know the experienced professionals driving our investment approach with insight and discipline.

Our Strategy

We employ a rigorous, research-driven strategy to identify and invest in businesses with long-term potential.

Private Investments

We make select private investments, leveraging a flexible, creative and collaborative approach.

Our Investment Strategy

Tensile employs a disciplined and research-intensive approach to investing. The firm seeks to identify asymmetric risk/return opportunities, with an identified margin of safety and multiple paths to upside capture. Tensile advances only its best public ideas to core positions: 8-12 core positions typically represent 70-90% of public invested capital. Tensile is a long-term investor, typically holding public positions for 3-5 or more years, working closely with management teams and boards to enhance shareholder value. In addition to these public positions, the firm also make select private investments.

Why Tensile?

Tensile brings together a team of experienced professionals with a shared commitment to disciplined investment analysis. The firm maintains a flexible approach to investing, balancing structured research with strategic adaptability. By fostering strong relationships with management teams, industry experts, and stakeholders, Tensile seeks to support businesses in executing their long-term objectives.