Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized  in the January 5, 2015 Forum Report of Conclusions.

"Fair Access" Home Page

"Fair Access" Program Reference


Related Projects 2012-2019

For graphed analyses of company and related industry returns, see

Returns on Corporate Capital

See also analyses of

Shareholder Support Rankings


Forum distribution:

Interview about research showing revival of disruptive activism


For the report referenced in the article and interview below, see


Source: IR Magazine, March 15, 2017 article and video

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.





Copyright Cross Border Ltd. 1995 - 2017 All rights reserved.


This Forum program was open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the purpose of this public Forum's program was to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant was expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

Inquiries about this Forum program and requests to be included in its distribution list may be addressed to

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.