Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the October issue of Activist Insight Monthly and our upcoming Proxy Voting Annual Review.
Activist Insight Monthly explores how high-profile proxy vote losses by Starboard Value, Legion, and Ancora are the latest sign that activists need to step up their game as management teams improve their defensive skills. We also look at how Outerbridge's investment strategy harkens back to a more traditional long-term activist value play, why Australia is only now embracing the ESG investment trend, and the reasons for Axalta Coating's vulnerability to activism.
Right now, you can download our debut Proxy Voting Season Snapshot 2021 which incorporates recent voting disclosures into an overview of 2021 proxy season trends. It is free for everybody.
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