2012 Preview - A Quiet(er) Year for Activist Investors? | ||
| Jan 27th, 2012 | ||
| It seems a little quiet right now. Too quiet. Does this portend a less-contentious year for activist investors? Or just the calm before the storm? At... | ||
Proxy Access Bylaw Amendment or Shareholder Resolution? | ||
| Dec 16th, 2011 | ||
| This subject may seem a little arcane. It actually concerns a critical decision that an investor wishing to achieve proxy access must make. | ||
Shareholder Activist Update: Best practices for working with proxy advisors | ||
| Mar 31st, 2011 | ||
| Proxy advisors consult to investors about how to vote on the range of matters that require shareholder approval at the public corporations in an investor... | ||
Corporate Cash Hoarding and The Great Recession | ||
| Mar 14th, 2011 | ||
| How badly could the US economy could have used almost $1 trillion in spending and investment last year? Blame abounds for the previously-dead-but-only-slowly-reviving... | ||
Poison Pills: My, How They Have Grown | ||
| Feb 24th, 2011 | ||
| Previously I discussed the different share ownership levels that trigger various disclosure and regulatory obligations, such as when investors need to... | ||
Saint Joe and the Dragon (Fairholme’s Bruce Berkowitz) | ||
| Feb 16th, 2011 | ||
| Nothing like a lusty, complicated, passionate fight for the soul of a company to pique our interest, right? Spring tends to bring this sort of thing,... | ||
Exec Comp in Dodd-Frank: Institutional Investor Decisions and Regulatory Obligations | ||
| Nov 27th, 2010 | ||
| The Dodd-Frank Act (DFA) allows activist investors to understand and respond to executive compensation in a number of new ways. We can’t tell right... | ||
Shareholder Activism: A Better Way to Count Votes | ||
| Nov 10th, 2010 | ||
| Many activist investors harbor a sort of minor governance fantasy: an underperforming company has a small number of investors that each owns a significant... | ||
How Powerful are Proxy Advisors? | ||
| Oct 28th, 2010 | ||
| Anyone else catch this interesting artifact of the recent tiff between Len Riggio and Ron Burkle? So, what made the difference [in the... | ||
"Effective Activism, on the Cheap" Identifies Undervalued Companies with Significant Upside Potential | ||
| Oct 11th, 2010 | ||
| The Activist Investor (TAI), specializing in advising investors in using shareholder activism for turnaround of underperforming companies, this week released... | ||
Recent Headlines
Third Point continues to fight Yahoo for Board seats |
Top Mid-Sized Hedge Funds Bulk-Up, Oversee $55.3 Billion |
Eton Park Veteran Thierry Lucas founds Portland Hill Capital |
Top 100 Hedge Funds List Rebounds |
6,200 Wealthy Executives raise more than $5 billion |
Tony Chedraoui’s Tyrus Capital off to a good start in 2012 |
UCITS HFS Index with good start into 2012, up +1.54% in January |
Top Mid-Sized Hedge Funds hold their ground, Oversee $50 Billion |
Daniel Och optimistic about investment landscape in 2012 |
Fundspire Celebrates Growth in the Cloud in 2011 |