shareholder activism

The Glencore share price has struggled versus global peers... Tribeca has a plan to release value for shareholders.

Activism isn't new in Australia but it is gaining prominence - and the performance returns will make investors sit up and take notice.

Listed investment company-focused fund manager Daryl Wilson explains why and names a few he's watching most closely

Shareholder activism is a powerful, tried and tested investment strategy overseas. It is now accessible here via L1 Capital's Catalyst Fund.

Last year, L1 Capital invested in a little-known fuel retailer out of New Zealand. At the time, the team thought the company was undervalued and boasted high-quality...

Founders are fascinating creatures - the ability to turn an idea into a billion-dollar empire captures the imagination of us all. Their relentless pursuit of success...

In the first part of this collection, we learnt what drives outperformance in founder-led companies. We then discussed the main risks to consider and the industries...

Fairlight Asset Management, a stockholder of Hexcel Corporation (NYSE: HXL), today delivered a letter to Hexcel's Board of Directors expressing Fairlight's concerns...