If boards were doing their jobs, there would be no activist opportunities
If boards were doing their jobs, there would be no activist opportunities. That's just one quote from this McKinsey interview with Canadian management academic and company director, David Beatty. At Sandon Capital, we believe shareholders should expect more from directors and where performance is lacking, must be prepared to hold them accountable (really accountable, not just with a gentle reprimand). (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also provides advisory services to shareholders seeking to implement activist strategies. Gabriel is chairman of Sandon Capital Investments Limited (ASX:SNC), non-executive director of Mercantile Investment Company Limited (ASX:MVT) and Chesser Resources Ltd (ASX:CHZ) and is a non-executive director of Future Generation Investment Fund Limited (ASX:FGX). He was previously a non-executive director of RHG Limited and chairman of Armidale Investment Company Limited.
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
Sandon Capital
Gabriel is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the portfolio manager of the Sandon Capital Activist Fund and Sandon Capital Investments Limited. Sandon Capital also...
Expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Jun Bei Liu: The AI winners of the ASX
Livewire Markets
Equities
How to find an ASX "super stock" early (and an example of one)
HD Capital Partners