How To Be An Activist Investor
How To Be An Activist Investor Continued from part one….
Mick McGuire of Marcato Capital believes that the increasing number of activist campaigns is the result of a secular change in the industry, a capital market evolution toward a more engaged, owner-oriented approach to being a shareholder.
Marcato Capital is one of the funds driving the change and just like its larger peer ValueAct, Marcato’s strategy is based on value approach. The fund uses two basic strategies, and both are based on the intrinsic value principal.
Activist Investing Key Statistics – Activist-targeted US stocks outperform the S&P 500 Index in Q1
First off, if a stock is trading at a discount to intrinsic value, the firm...

