Senior portfolio manager talks governance, share price and senior management IR
In activism campaigns you have launched against companies that involve a corporate governance element, how well prepared are companies to engage with you on governance issues?Corporate governance is certainly one factor in considering an activist campaign – more often if there are glaring elements that need to be put forth for debate. Often, at small-cap companies, there are facets of a company’s compensation program that are misaligned with creating shareholder value. It is also debatable
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