shareholder activism

PE funds in Japan have too much capital and not enough deal flow. Activists often drive companies into PE funds' arms.

TOPIX companies own ~$600bn of investment properties, on the books at only $320bn. And this is only part of the story.

Shareholder activism in Japan. What is the opportunity, why does it exist, who is already invested, and what is the best way to play it?

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.

Activist investing continues to rise in prominence in Australia. In this wire James Hawkins of L1 Capital shares his insights on the space.

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...