Jeffrey Ubben: How To Be An Activist
Activist investing has surged in popularity since the financial crisis, and there’s no debating that the most prominent activists now have a significant role to play in markets due to their increasing number and the sharp rise in the assets they manage.
That being said, there are a few major players in the financial industry that are comfortable with the role that activists are now playing in the market. A successful activist campaign usually involves job losses and a reduction in capital spending, cuts which can be detrimental to the long-term health of a company.
ValueAct Falls 2.2% In 2015; Still Likes Valeant
Still, the best activist investors are also skilled value investors and...

