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.
It's been awhile since we surveyed this subject. Some superb research has come out since we last did this over a year ago.
Recently we read a few rigorous papers on critical subjects:
impact of governance changes on equity returns
impact of activism on equity returns
the relationship between exec comp and equity returns.
We also found a fascinating analysis of share trading strategies of activist investors. We have listed all of them on our academic paper page, with an annotated bibliography and links to specific papers where available. Our current blog post summarizes this recent research.
