WHAT WE DO
- We provide daily updates on activist campaigns, as well as weekly robust recaps. This includes insight and context for the activist investor involved and whether their thesis will work.
- We also do deep dive into activist targeted stocks, ones that we're actively buying.
- We look for potential activist targets and also provide ad-hoc emails that include detailed profiles, useful analysis and intelligence on the shareholder activism community.
- We send out a quarterly newsletter recapping major activist investing trends and what the major activist investors are buying and why.
WHY WE FOLLOW ACTIVIST INVESTORS
One of the great - yet underrated ways to find investment ideas - is following activist investors and activist hedge fund. These hedge funds, in an effort to unlock shareholder value, buy a stake in a company and then pressure or work with the company to take steps to unlock shareholder value. By advocating for change, activists help get a company to cut costs, spin off a lagging business or sell the entire company.
There's a great Columbia, Duke and Harvard study out there that's found companies targeted by an activist actually perform better in the longer term. This is in terms of stock price five years after the activist’s campaign begins. Many of the activists aren't short-term investors, but have a commitment to create long-term value. We look at an investors' track record, industries where they succeed, how they get board seats, their best thesis—such as spin offs, cost cuts, etc.
Media companies looking for story ideas and to stay in the know when it comes to shareholder activism and activist hedge fund trends.
Fortune 500 companies and small-cap management teams looking to stay up to date on activists that might be targeting their companies or their peers.
Hedge funds that are looking for idea generation help. This includes event-driven funds and asset firms that are looking to piggyback activists or find the next activist target.
Law firms, proxy solicitors and shareholder activism departments at big banks that are looking to find new clients or offer their services.