Download PDF Introduction to Activism and Climate Activism Activist investing in the broad sense is the act of a shareholder using his equity stake in a corporation to push through change at the firm. This type of investing can also apply to other assets, such as defaulted Government bonds, but Read more…
Download PDF Introduction As of Q2 2021, Third Point began amassing a $750m position in the Anglo-Dutch oil giant Shell to capitalize on impending corporate change. With Shell facing increased pressures to both decarbonize as well as increase their current scanty annualized returns from governments and investors alike, Third Point Read more…
Introduction Historically, large institutional investors pursued purely financial strategies and kept a low profile in governance. This may no longer be the case. In a manner vaguely reminiscent of the corporate raiders of the 1980s, a new generation of activist shareholders is on the rise. The number of companies targeted Read more…
Whitbread plc (LON:WTB) – market cap as of 04/05/2018: £7.84bn Introduction Conflicts of interest between shareholders and managers represent an old phenomenon and an inherent element of capitalistic governance systems. It stems from the fact that managers tend to profit from simply because their companies are getting bigger (through higher Read more…
HP; market cap (as of 10/10/2014): $62.52bn On October 6, 2014 the Hewlett-Packard Company (HP) released its plans to split by end of October 2015 into two potentially Fortune 50 companies: business-oriented HP Enterprise and personal systems-oriented HP Inc. The split is intended to be tax-free for the current shareholders Read more…