22 October, 2020
How hedge fund activists influence target firms
When the news broke in September 2016 that billionaire William A. Ackman had taken a 9.9% stake in Chipotle Mexican Grill, the stock of the burrito restaurant chain increased by nearly the same percen...
3 August, 2020
US companies lead UK and Europe on speed of CEO turnover
When Expedia’s chief executive Mark Okerstrom stepped asid...
14 April, 2020
Warnings over risk of investor activism as boards focus on survival
As if boards didn’t have enough to do managing their companies in the midst of global pandemic, now they must contend with warnings of increased attention from activist investors. Attention has g...
15 April, 2019
The changing face of activism
European companies are increasingly a target of activist investors, but the aggression seen in the past may be softened for a friendlier approach to win results. That’s the news we hear this week...
18 January, 2019
Citi’s information-sharing deal unlikely to spread
The interest of an activist investor in a company often sparks a slew of lurid headlines describing interactions with the board in conflict terms: it’s a “fight” or a “battle”. However, a...
1 August, 2018
The investor activists are here to stay
The statistics make it plain. Activist investors are having an impact on boardroom decision-making, with increasing regularity.
10 July, 2018
Growth in ranks of activist investors reported for H1 2018
The number of activist investors has increased significantly in the first half of 2018, with 524 making public demands of companies compared with 444 in the first six months of 2017. The number of ...
25 June, 2018
UK companies face increase in investor activism
The threat of investor activism has increased in the UK over the past year, according to a survey by Alvarez & Marsal (A&M). Its research into the shareholder behaviour of major European re...
25 May, 2018
Activist attacks accounting and governance at Samsonite
Samsonite, the global luggage brand, faces stinging criticism from an activist investor that has accused the company of "questionable accounting" and "poor corporate governance". Blue Orca Capital ...
16 May, 2018
