ActivismScottish Widows doubles ESG divestment with tobacco exclusions Mar 28, 2022Garnet RoachScottish Widows has revealed a ‘flagship commitment’ to divest from tobacco companies as it doubles its ESG divestments to almost £3...Read more
Sell sideSell-side reports play important role in building case for activism, suggests study Feb 22, 2022Tim HumanSell-side reports play an important role in building the case for hedge-fund activism against public companies, according to recently...Read more
ActivismThe universal proxy – Coming this fall! Ticker 129 Jan 25, 2022Jeff CossetteThis episode of the Ticker podcast is sponsored by Broadridge Financial Services Michael Donowitz, vice president of...Read more
Technology & Social MediaThe week in investor relations: Apple’s $3 tn valuation, China Mobile’s Shanghai listing and investor pressure over vaccine distribution Jan 07, 2022Garnet Roach– Apple briefly became a $3 tn company this week – the first firm to hit the milestone – before valuation slipped back a little to $2...Read more
ESGThe 2022 outlook: What’s on the (proxy) cards this year? Jan 04, 2022Alexandra Higgins Bruce GoldfarbOver the past two years, the pandemic and other large-scale events have altered the landscape in which public companies operate. These...Read more
ActivismActivism is back in the UK as campaigns double Oct 12, 2021Garnet RoachThe number of activist shareholder campaigns targeting UK companies has almost doubled in the past 12 months, according to research...Read more
ActivismTenured IROs can serve as activist deterrent, study finds Sep 27, 2021Jeff CossetteIn a letter to CEOs, BlackRock’s Larry Fink opines that a ‘central reason for the rise of activism – and wasteful proxy fights – is...Read more
Shareholder targeting & IDThe week in investor relations: Kraft Heinz charged by the SEC, small-cap ESG focus and London Metal Exchange ring reopens Sep 10, 2021Garnet Roach– Cooley PubCo reported the SEC’s announcement of settled charges against Kraft Heinz, its chief operating officer and chief...Read more
ActivismThe week in investor relations: Box in fight with Starboard Value, call to end fossil fuel listings in London and SEC probes asset manager over ESG claims Aug 27, 2021Garnet Roach– Reuters reported that ISS-backed cloud storage vendor Box in its fight with activist investor Starboard Value by recommending that...Read more
Small capThe week in investor relations: Just Eat warned on Twitter spat, China crackdown boost for small caps and tougher rules from the SEC Jul 30, 2021Garnet Roach– Chief executives are being warned to ‘think twice before they tweet,’ reported The Guardian after the boss of takeaway...Read more