Activist Investors and the Search for Alpha
Shareholder activism has been gaining traction as key activist investors exert positive influence by pressing management teams to improve operational efficiency, invest capital in undervalued shares and pursue creative initiatives to maximize returns. These investors saw tremendous asset inflows in 2013 and far outpaced their hedge fund peers' performance in recent years. A structural shift in the corporate governance landscape has supported this trend, providing even smaller shareholders with an outlet to influence and be heard by management. We'll delve into the fine points of investor engagement and unlocking value with top players in the field. What's the outlook for activism, given the strategy's prevalence and the equity market's strong overall performance?
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Clifton Robbins - Blue Harbor Group Barry Rosenstein - JANA Partners Chris Teets - Red Mountain Capital Partners Jeffrey Ubben - Value Act Capital Anchored by - Christopher Ailman - CalSTRS
♥ their suits!
@7:21 "We own Ebay at 50" - is that true? Their stock has never even hit 45.
@danielo1418
Жыл бұрын
Stock split
Financial engineering, spin-offs- add some value guys
@OurNewestMember
3 жыл бұрын
No -- there was a long segment about empowering management to overcome hard decisions for long term growth (eg, big investment to change business model causing short term loses), freeing up capital from underperforming lines of business, and examples of how that paid off for investors and was appreciated by management. They agreed there's a lot of low-hanging fruit in small caps... Not just reengineering, levering up and bailing, etc