Shareholders & activism Alternative approaches to investor targeting Apr 28, 2016 By Jeffrey Tha 5 min read While it is now official that MiFID II will be delayed by a year, ongoing due diligence and planning in preparation for 2018 will... Read More
Shareholders & activism Two board upheavals highlight responsibilities of activist directors Apr 26, 2016 By David Bogoslaw 4 min read News this week of board churn at two companies – Yahoo and Tribune Publishing -- is raising some interesting questions about how... Read More
Shareholders & activism US firms face record number of climate change resolutions Apr 13, 2016 By Laurie Havelock 3 min read US companies are facing increasing scrutiny from their investors over climate change-related issues, with shareholders recording a... Read More
Shareholders & activism Enticing activists: be careful what you wish for Apr 07, 2016 By Daniel Romito 7 min read Activist investors are extremely selective stock pickers looking to enhance returns by resolving a perceived vulnerability. Not... Read More
Shareholders & activism Does good governance pay? Apr 06, 2016 By Garnet Roach 4 min read ‘We want to understand what the key factors are that change a company’s [corporate governance] rating within our model from E to A... Read More
Shareholders & activism Activist investors casting wider nets, targeting CEO change Mar 30, 2016 By David Bogoslaw 4 min read With activist hedge fund Starboard Value’s announcing last week its intention to replace all nine members of Yahoo’s board, the... Read More
Shareholders & activism Investors conflicted on best uses of cash on balance sheets Mar 22, 2016 By David Bogoslaw 4 min read When it comes to uses of cash, investors are slightly schizophrenic about whether they prefer their portfolio companies to invest... Read More
Shareholders & activism Valeant’s implosion raises doubts about activist investors Mar 21, 2016 By David Bogoslaw 2 min read If discrediting activist investors is something most corporate boards continue to seek, they got the best present they could have... Read More
Shareholders & activism Easy consumption is goal of GE’s first integrated summary Mar 16, 2016 By David Bogoslaw 5 min read In its ongoing effort to keep up with investors’ requests for more efficient ways to consume data, General Electric issued its... Read More
Shareholders & activism How much credit do activist investors deserve for Xerox’s breakup decision? Feb 10, 2016 By David Bogoslaw 5 min read When Xerox announced on January 29 its plan to split into two independent companies, you could envision activist hedge funds... Read More