Activist Insights in their fact sheet for the first quarter ended March 31, 2016 highlight the key statistics from the world of activist investing.
A total of 92 companies worldwide were publicly subjected to activist demands in March 2016, just one short of the total for the same period last year.
As part of its flagship publication, Activism Monthly Premium, data provider Activist Insight will now be publishing a monthly fact sheet containing key statistics from the world of activist investing. The numbers will be taken from our database on the first working day of the month, thus covering the past month in its entirety. The fact sheet below includes data to the end of March 31, 2016.
The Talas Turkey Value Fund returned 9.5% net for the first quarter on a concentrated portfolio in which 93% of its capital is invested in 14 holdings. The MSCI Turkey Index returned 13.1% for the first quarter, while the MSCI All-Country ex-USA was down 5.4%. Background of the Talas Turkey Value Fund Since its inception Read More
Activist Investing Key Statistics
Other data points of note include:
- Activist-targeted US stocks outperformed the S&P 500 Index, rising 4.7% in March to the index’s 4.1%.*
- 210 activists made a public demand in the first quarter of 2016.
- 79% of companies subjected to public demands in March 2016 had a market-cap of less than $2 billion, compared to 54% in March 2015.
* Trimmed mean of 10%, to account for outliers.
About Activist Insight
Since 2012, Activist Insight has provided its diverse range of clients with the most comprehensive information on activist investing worldwide. Regularly quoted in the financial press, Activist Insight is the trusted source for data in this ever-evolving space. Activist Insight offers two great products: Activist Insight Online and Activism Monthly Premium magazine, and counts many of the world’s leading investment banks, law firms, shareholder communications firms and institutional investors as its clients.