Posts Tagged: Activist Insight

Can activists manage businesses?

In October 2014 an activist investor replaced the entire board of an S&P 500 company for the first time in history. A year on, I revisited Starboard Value’s presentations and Darden Restaurants’ financials to determine whether the activist’s goals had been met,

Can activists manage businesses?

In October 2014 an activist investor replaced the entire board of an S&P 500 company for the first time in history. A year on, I revisited Starboard Value’s presentations and Darden Restaurants’ financials to determine whether the activist’s goals had been met,

Co-investments are funding activist campaigns

From the September 2015 issue of Activism Monthly Premium. How do activists buy enough of a company to gain decisive influence, without unbalancing their portfolios? The answer is increasingly by creating special purpose vehicles and semi-permanent funds for extra firepower.

Co-investments are funding activist campaigns

From the September 2015 issue of Activism Monthly Premium. How do activists buy enough of a company to gain decisive influence, without unbalancing their portfolios? The answer is increasingly by creating special purpose vehicles and semi-permanent funds for extra firepower.

Activism and private equity are converging

For the August 2015 issue of Activism Monthly Premium, I looked at the similarities between activist investing and private equity. Several observers of the sector think a convergence of styles is inevitable, particularly as the former grow their assets under management.

Activism and private equity are converging

For the August 2015 issue of Activism Monthly Premium, I looked at the similarities between activist investing and private equity. Several observers of the sector think a convergence of styles is inevitable, particularly as the former grow their assets under management.

DuPont fight costs spiral

From Activist Insight Online 24 March 2015 Trian Fund Management has spent $1.5 million on its proxy fight with chemicals conglomerate DuPont, taking the current spend by both the activist and the issuer well past $7 million, according to the

DuPont fight costs spiral

From Activist Insight Online 24 March 2015 Trian Fund Management has spent $1.5 million on its proxy fight with chemicals conglomerate DuPont, taking the current spend by both the activist and the issuer well past $7 million, according to the

Why activists are continuing the fight beyond spin-offs

For the March 2015 issue of Activism Monthly Premium, I interviewed experts on tax, corporate governance and activism to find out why a spate of activist investors have been trying to influence the governance structures of companies about to be

Why activists are continuing the fight beyond spin-offs

For the March 2015 issue of Activism Monthly Premium, I interviewed experts on tax, corporate governance and activism to find out why a spate of activist investors have been trying to influence the governance structures of companies about to be

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Activist Investing Annual Review 2015

In January 2015, Activist Insight published its third annual review of trends in shareholder activism. I managed, wrote and edited the review, liaising with seven external advertisers, crunching data and interviewing a number of key players in the field. By contacting

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

Elliott seeks to protect stake in Family Dollar

A trip to New York for meetings with several activist investors and their advisers yielded this breaking news story. To read the piece, click here.

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations

How much does a proxy contest cost?

I devised and led an independent investigation into the reported costs of shareholder activism, based on information disclosed in quarterly earnings reports and proxy statements. The resulting data were reported by several other media. While the amounts spent by corporations

Kerrisdale Capital Management

An interview with one of the newest activist funds. No shrinking violet, Sahm Adrangi gets a kick from making his bets against companies as public as possible. To read the interview, click here.

Kerrisdale Capital Management

An interview with one of the newest activist funds. No shrinking violet, Sahm Adrangi gets a kick from making his bets against companies as public as possible. To read the interview, click here.

The shareholder spring is back

I recently wrote an article for CityAM, explaining the rise in shareholder rebellions over executive pay at FTSE100 companies, despite the experts telling us that pay is going down, not up. Click the image below to access the article.

The shareholder spring is back

I recently wrote an article for CityAM, explaining the rise in shareholder rebellions over executive pay at FTSE100 companies, despite the experts telling us that pay is going down, not up. Click the image below to access the article.