What made shareholder activism ‘a hot strategy' again?
March 15, 2017 | By Ben Ashwell
IR Magazine invited Activist
Insight to our New York office to discuss how politics and
economics have affected trends in shareholder activism
A total of 758 companies received public demands from activist
investors last year – a 13 percent increase on the number of targeted
companies in 2015, according to The Activist Investing Annual Review.
In the review, Josh Black, editor-in-chief of Activist Insight, notes
that 'for activists, 2016 was a disjointed year, with mixed fortunes
either side of the summer'.
In this video, we explore why activists' fortunes changed in 2016,
both from a political and economic perspective.
On the result of the US election, Black says: ‘In many cases it turned
flat years into double-digit years, halved losses and made activism a
hot strategy again… There’s a lot of optimism that tax reform,
repatriation of overseas capital [and] deregulation can help spur some
of the industries that activists have been piling into recently to new
and greater heights.’
Black also talks about how the drop in the price of sterling after the
Brexit referendum made UK stocks attractive to US investors and
whether there is still value to be found in the public markets.
Watch the video below and look out for next week’s video, where Black
discusses activism trends around the world.
Where were activists
most active in 2016?
March 22, 2017 | By Ben Ashwell
installment of our video series with Josh Black, editor-in-chief of
Activist Insight, we discuss the regional trends driving activist
758 companies targeted last year by shareholder activists, 505 were
based in North America, according to Activist Insight.
The US saw a 9 percent increase in companies targeted, from 418 in
2015 to 456 in 2016. In Canada, however, there was an 18 percent fall
in the number ...
What to do if an activist targets you
March 29, 2017 | By Ben Ashwell
part three of our
video series with Activist Insight, we discuss what companies are
doing today to prepare for an assault from activist investors
In the first two parts of our video series with
Josh Black, editor-in-chief of Activist Insight, we discussed
activists performed in 2016, their outlook for 2017 and
were busiest during last year.
this final installment, Black outlines his top
tips for IROs if an activist shows ...
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