Feet to the Fire: Mapping the current state of shareholder activism

Introduction  Historically, large institutional investors pursued purely financial strategies and kept a low profile in governance. This may no longer be the case. In a manner vaguely reminiscent of the corporate raiders of the 1980s, a new generation of activist shareholders is on the rise. The number of companies targeted by shareholder activists hit an […]

Shareholders Activism: recent trends and strategies

Whitbread plc (LON:WTB) – market cap as of 04/05/2018: £7.84bn Introduction Conflicts of interest between shareholders and managers represent an old phenomenon and an inherent element of capitalistic governance systems. It stems from the fact that managers tend to profit from simply because their companies are getting bigger (through higher salaries, increased social standing, etc.) […]

Splitting the behemoth: HP to join the separation trend

HP; market cap (as of 10/10/2014): $62.52bn On October 6, 2014 the Hewlett-Packard Company (HP) released its plans to split by end of October 2015 into two potentially Fortune 50 companies: business-oriented HP Enterprise and personal systems-oriented HP Inc. The split is intended to be tax-free for the current shareholders who as a result will […]