2024 Sohn Monaco Conference: Scott Ostfeld Of Jana Partners Says This Cybersecurity Stock Will Benefit As Gen AI Leads To More Hacks

Scott Ostfeld, Managing Partner and Portfolio Manager at Jana Partners, delivered a compelling presentation at the 2024 Sohn Monaco Investment Conference, focusing on shareholder activism and strategic partnerships. Here are the key takeaways from his speech:

Jana Partners’ Strategy and Track Record

Founded in 2001  by Barry Rosenstein, Jana Partners pursues shareholder activism in public companies to maximize value for all shareholders. They have a long history of activism. A notable example is their investment in Whole Foods, where they acquired a 9% stake and facilitated its sale to Amazon in 2017.

Strategic Partnership with Cannae Holdings...

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