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How To Be An Activist

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Rupert Hargreaves
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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...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha