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Resources and Advisory Services
 
If you're an investor that wants to turn around an underperforming portfolio company, then TAI is for you.
 
Management listens to The Activist Investor.

Who else but noted corporate lackey Wachtell, Lipton would do this?

They've stepped into the debate about how derivative holdings represent investor ownership in a portfolio company, with a proposal that truly hurts investors. They petition the SEC to include all kinds of derivates within the definition of "beneficial ownership", even short positions. They pile on with a suggestion to shorten the Schedule 13D reporting period to one day.

We explain the situation, with links to the petition and related SEC rules, in our recent blog post. We've also updated our Legislative and Regulatory Status to include these recent developments.
You can find other useful resources at the TAI website, including our research on "Effective Activism, on the Cheap", the new guide to proxy access, bibliography of academic research on the returns to activist investing, and our white paper with the basics on activism.
For further information, or to discuss a specific turnaround situation, please contact:
 
Michael R. Levin
m.levin@theactivistinvestor.com
847.830.1479