Activist investor action is on the rise both in the UK and across the world. Kevin Reed examines what is driving this activity, how it is evolving, and what it means for boards.
The statistics make it plain. Activist investors are having an impact on boardroom decision-making, with increasing regularity.
And none more so than in the UK, where the “threat” of activism has increased in the past year. Activist action is 46% more likely to affect a UK-listed company than its peers in Europe, according to Alvarez & Marsal’s Activist Alert research.
But it’s not solely a UK phenomenon. A global study by Activist Insight found 524 investors making public demands of companies in H1 2018, compared with 444 a year earlier.
For Malcolm McKenzie, Alvarez & Marsal report co-author and head of its E
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