This is my archive


Shareholder Activism Mid-Year 2020: North America in Review

COVID-19 has added an almost undefinable level of uncertainty to all aspects of the global economy, including activism. We entered the new year with activity… Read More

Europe’s visible shareholder activism seen as ‘tip of the iceberg’ as companies prefer behind-closed-doors engagement

Engagement between activist investors and publicly listed companies is being kept increasingly private as both sides seek to reach agreements without alarming the share-market at… Read More

European corporates increasingly vulnerable to activism – Activistmonitor panel

• No company large or small immune to activism • Governance demands provide first step to strategic change   European companies that are performing… Read More

CG Scorecard – Ricoh

CG Scorecard – Ricoh   Ricoh, a Tokyo-based printing products manufacturer. Member of the Ricoh San-Ai Group, a corporate group revolved around its founder Kiyoshi… Read More

Business Roundtable’s revised principles draw kudos and skepticism

 New principles may dilute accountability  Stepping back from Rule 14A-8 rollback would increase Roundtable’s credibility  The Business Roundtable’s historic about-face on 19 August from its previous… Read More

European shareholder activism activity down amid market uncertainty and greater corporate awareness

The lower incidence of publicly visible shareholder activism in the first half of 2019 in Europe could be due to a less stable geopolitical climate,… Read More

Bayer activist Elliott could push for break-up post-Roundup settlement – sector advisers

Bayer AG activist investor Elliott Management could agitate for a break-up of the German pharmaceutical and agricultural chemicals company after litigation issues surrounding the Roundup brand… Read More

Activists to continue to target European financially healthy companies to achieve better returns

Well established brands to continue to attract activists’ interest Board and management changes remains top activist demand Activists expected to target spinoffs and break-up candidates… Read More

Calvert engages Assertio on future opioid exposure

  Calvert Research and Management continues to engage with Assertio Therapeutics [NASDAQ: ASRT] about the specialty pharmaceutical company’s report on its exposure to risks related… Read More

Cation to urge removal of Crescent board chair in new letter – sources

  Cation Capital will urge Crescent Point Energy [TSX: CPG] to replace its chairman of the board, and reiterate a call to appoint a permanent… Read More