Enticing activists: be careful what you wish for
Activist investors are extremely selective stock pickers looking to enhance returns by resolving a perceived vulnerability. Not...
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Shareholders & activism archive
Does good governance pay?
‘We want to understand what the key factors are that change a company’s [corporate governance] rating within our model from E to A...
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Activist investors casting wider nets, targeting CEO change
With activist hedge fund Starboard Value’s announcing last week its intention to replace all nine members of Yahoo’s board, the...
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Investors conflicted on best uses of cash on balance sheets
When it comes to uses of cash, investors are slightly schizophrenic about whether they prefer their portfolio companies to invest...
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Valeant’s implosion raises doubts about activist investors
If discrediting activist investors is something most corporate boards continue to seek, they got the best present they could have...
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Easy consumption is goal of GE’s first integrated summary
In its ongoing effort to keep up with investors’ requests for more efficient ways to consume data, General Electric issued its...
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How much credit do activist investors deserve for Xerox’s breakup decision?
When Xerox announced on January 29 its plan to split into two independent companies, you could envision activist hedge funds...
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Scripted answers in conference calls may alert investors to bad news
Investors now view scripted answers to questions during earnings calls as a negative signal, at least partially negating the...
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Shareholders ask oil producers for climate lobbying disclosure
In the wake of widespread government commitments at the Paris climate talks to reduce carbon emissions in the years ahead...
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Millstein Governance Forum reconsiders the board-centric model
With investors clamoring for more influence on board composition and other governance matters, the focus of the 2015 Governance...
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