In 2010 we put together some research that responds to a frequent concern of investors interested in activism: does it need to cost so much? That paper, "Effective Activism, on the Cheap", identified 36 undervalued companies that fit the profile.
Since then, investors undertook activist projects at eight companies. Two others were acquired.
Among the 36 companies, gainers outnumbered losers, 19 to 17.
We've updated the analysis, and identified 26 new companies that fit the same profile - undervalued, with the proper ownership structure, and meaningful share price appreciation potential.
You can review the abstract , or contact us for a copy of the full paper.
We posted some commentary about the research at the TAI Blog, as well.
|
