Shareholder Activism In November 2018

Activist Insight’s shareholder activism summary for the month of October 2018.

Please click here to see a fact-sheet containing statistics on activist investments from January to November 2018 (click on the image itself for a clearer view).

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Q3 hedge fund letters, conference, scoops etc

Michael Mauboussin: Here’s what active managers can do

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkThe debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be an active manager. Drawing Read More


The below data points are global in nature unless otherwise specified.

  • The number of companies publicly subjected to activists demands worldwide (875) exceeded last year’s total of 857 and looks set to top 2016’s record, of 887.
  • The number of activists making public demands in 2018 is already at a record level (799), compared to 714 in 2016.
  • New activist investments dropped in November to 36, the lowest since September.

For any questions about the data, or if you have a follow-up request, please contact Josh Black at [email protected] Please note that bespoke data requests may take 24-48 hours depending on the amount of manual work required.

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Josh Black