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Carl Icahn Is Expanding His Animal-Welfare Campaign to Kroger, After First Targeting McDonald's
Carl Icahn is expanding his animal-welfare campaign to the nation’s largest supermarket chain, Kroger Co.
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Here's How Impactive Capital Could Apply ESG Ideas at Student Lender SLM
Investing with an eye toward environmental, social and governance factors is a key concept for Impactive Capital. This is how the concept could unfold at SLM.
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Ryan Cohen Brings an Activist Approach to Bed Bath & Beyond. Here's What May Be Next for the Retailer
Cohen, co-founder and former CEO of Chewy, has made his second 13D filing, taking a stake in Bed Bath & Beyond.
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Ackman's Pershing Square Is Back at Canadian Pacific. This Is What Could Be Ahead for the Railroad
Bill Ackman’s Pershing Square recently announced a new position in Canadian Pacific, a company the hedge fund helped overhaul years ago.
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Starboard Value Has Options to Build Value at Webchat Provider LivePerson
Starboard Value recently sent a letter to webchat provider LivePerson, nominating four candidates for the company’s board of directors.
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Impactive Capital Brings a Sustainable Brand of Activism to Meridian Bioscience
Impactive recently disclosed a stake in the life science company. The activist fund has built a reputation for its approach toward ESG investing.
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With Starboard and Jana Partners Holding Stakes, Mercury Systems Has Options for Building Value
The defense tech company is in a unique scenario: There are two experienced activist investors here.
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Pharma Company Amarin Has a Key Asset and a Big Decision. How Sarissa Capital Can Help It Move Forward
Activist fund Sarissa brings extensive knowledge and deep contacts in the health-care space, which could come in handy at Amarin.
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Icahn Gets Two Directors Appointed to Auto Machinery Firm Dana. Here's What May Be Ahead for Investors
Icahn Capital’s Brett Icahn and Gary Hu have joined the board of Dana Inc. The firm is no stranger to the automotive market.
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Activist Hedge Funds Launched 89 Campaigns in 2021. Here's How They Fared
These investors were especially active in the information technology, consumer discretionary and financial sectors.
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Starboard Value Has Three Levers to Strengthen Profitability at GoDaddy
The activist hedge fund recently snapped up a 6.5% stake in the web domain company.
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Activist Fund Engaged Capital May Turn to a Familiar Strategy to Boost Performance at Quotient
Engaged Capital recently sent a letter to Quotient Technology’s board, calling out its underperformance versus its peers.
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Jana Partners May Have a Three-Pronged Plan to Build Value at Zendesk
Activist firm Jana Partners isn’t happy about Zendesk’s plan to acquire Momentive. Here are three ways the firm can create value for shareholders.
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Here's the Playbook Mantle Ridge May Use to Boost Profitability at Dollar Tree
Mantle Ridge’s Paul Hilal has a track record of creating value by bringing on rock-star CEOs. Here’s how the firm might step things up at Dollar Tree.
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How Activist Investor Politan Capital Can Raise Profitability and Bring Fresh Perspectives to Centene
Centene has lower margins compared to its peers, but Politan may help it catch up to the competition.
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The Evolution of ESG Investing. Here's What's Next
There’s more to sustainable investing than just screening for companies based on ESG factors. Activist funds have a track record of pushing for real changes.
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Starboard Value Spots Fresh Opportunities for Diversified Tech Company Colfax
Starboard supports Colfax’s plan to split into two businesses, but there are other ways to improve profitability.
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Carl Icahn's Tender Offer for Southwest Gas Sets the Table for a Proxy Fight
A veteran in the shareholder activism space uses an old-school tactic to create value for investors.
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An Activist Investor May Turn to a Recipe for Success to Boost Value at US Food Holdings
Activist firm Sachem Head suggests it may be interested in a board seat at US Food Holdings.
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Activist Investor Starboard Could Spur Elanco to Step Up Its Profitability
Starboard Value, an activist investor, believes Elanco Animal Health could take a few steps to strengthen its margins.