Investment idea generation.


Our thoughts.

What Activist Investing Looks Like So Far In 2015

h/t to Activist Insight for the first half 2015 review of activist investing. 

The U.S. remains the key market where activist investors are active. 

Most of proxy contests are settled. 

The most popular tactic remains getting on the board. Pushing for sale, buybacks and CEO removal all up much higher year-over-year. 

AUM is on the rise, with public demands tracking lower. 

Mid-cap and smaller stocks tracking lower in terms of being targeted by activists. 

BWIActivist target