By Schulte Roth & Zabel, Activist Insight and Hedge Fund Insight staff Recently, Schulte Roth & Zabel (SRZ), a leading financial services law firm, and Activist Insight released their 2018 Activist Investing Annual Review. The review analyzes recent trends in shareholder activism, ranks the top activist investors, and predicts what’s to come for activist investing. 2017 proved to be a […] Read more »
The Year in Activism Infographic
From Activist Insight related content: Consultant Verus Negative on Outlook for Event Driven Hedge Funds (Jan 2017) Can Activism Survive A Down Market? (March 2016) John Paulson on the Benefits of Activism (Dec 2010) Read more »
Energy Activism The Focus Of Vinson & Elkins
From Activist Insight An Interview With Kai Liekefett and Stephen Gill of Vinson & Elkins Have you noticed an upsurge in activism in the energy industry recently? Kai Liekefett: Up until 2012, activists weren’t really focused on this sector. But in the last three years, there were more than 30 reported activism campaigns in […] Read more »
Event Driven in May
By Hedge Fund Insight staff* Event Driven managers had a negative month in May despite the high level of deal activity and the positive contribution from special situations trading. A number of the larger deal spreads either broke (Astra-Zeneca/Pfizer was not an official deal break, but it had the same effect) or widened. This was […] Read more »
A Lone Star Activist – An interview with Jeff Eberwein of Lone Star Value Management
From Activist Insight Not many activists run as many as five proxy contests a year, still less when their team consists of two members. Jeff Eberwein is no ordinary activist, however. His Lone Star Value Management has the most newly disclosed positions in 2014 according to Activist Insight’s count, making entering the activist investing game […] Read more »
The Activist Top Ten
From Activist Insight In The Activist Investing Annual Review 2014, Activist Insight looked at which activists created the biggest splash in 2013. Using its unique database, the company gave each of these well-known activists a ranking for categories such as the number of new investments in 2013, the average size of these investments, and […] Read more »
Bulldog Investors Returns To Using Proxy Contests
From Activist Insight Bulldog Investors LLC didn’t run a proxy contest in the first half of 2013, but all of a sudden two have come along at once. The activist, still one of the busiest around but less aggressive in recent years, announced last month that it would nominate directors at two companies – Firsthand Technology […] Read more »
Icahn’s Apple Campaign Winds Up A Notch On Board Financial Expertise
From Activist Insight Ten weeks have passed since Carl Icahn announced his investment in Apple on Twitter and certainly a lot has happened since. The initial ‘pop’ added $30 to the stock overnight, not the most dramatic movement in Apple’s share price this year, but certainly one of the better upward ones. To date, […] Read more »
Icahn Tops Activist Activity in 3Q
From Activist Insight In this article from “Activism Monthly”, recent trends in shareholder activism are tracked and uncovered after a busy third quarter. Activity rate As anticipated, the number of Schedule 13D filings (i.e.initial disclosures of US activist positions) fell in quarter three, from 33 in each of the first two quarters to 25 […] Read more »