Tag Archives: activist
STARTEEPO Urged a Strategic Review of Xerox Financial Services:
HedgeCo.Net — STARTEEPO SICAV a.s. issued a September 7 letter and presentation to Xerox Holdings’ board urging a formal strategic review of Xerox Financial Services (XFS), includi… Continue reading
Flashlight Capital Sought Samsung Shareholder Lists in Its S-1 Campaign:
HedgeCo.Net — Singapore-based activist Flashlight Capital Partners has requested the shareholder registers of five Samsung Group units that collectively own 20.6% of South Korean s… Continue reading
Elliott Built a Stake in Air Liquide and Pushed for Higher Margins:
HedgeCo.Net — Reuters reported on August 31, 2026 that Elliott Investment Management has built a stake in Air Liquide (AIRP.PA) and is urging margin improvements versus rivals. Sta… Continue reading
Engine Capital Urged EPAM to Launch Aggressive Buybacks or a Strategic Review:
HedgeCo.Net — Engine Capital LP said Monday it had delivered a letter to the board of EPAM Systems urging either an aggressive share-repurchase program or, failing that, a formal s… Continue reading
Elliott Built a Stake in Air Liquide and Pressed the Industrial-Gases Group on Margins:
HedgeCo.Net — Elliott Investment Management has built a stake in Paris-based Air Liquide and is urging the industrial-gases group to improve margins versus listed peers, people fam… Continue reading
Paul Singer Escalates War on Phillips 66: Activism Returns to the Core of U.S. Energy:
(HedgeCo.Net) Activist investing is once again asserting itself at the highest levels of corporate America, and few developments illustrate this resurgence more clearly than the intensifying campaign led by Paul Singer and Elliott Management against Phillips 66. What began as a targeted critique of strategy […]
The “Dow Jones Activist Wave” Gains Momentum: Why America’s Most Iconic Companies Are No Longer Untouchable:
(HedgeCo.Net) For decades, inclusion in the Dow Jones Industrial Average represented more than just scale—it symbolized stability, institutional confidence, and, perhaps most importantly, insulation. The so-called “Dow 30” companies were widely viewed as too large, too entrenched, and too systemically […]
Personality Meets the Public Market: Bill Ackman’s “Brand Equity” Pershing Square USA:
(HedgeCo.Net) The “Retailization” Rubicon In the history of activist investing, few figures have commanded the spotlight with as much calculated precision as Bill Ackman. Today, March 10, 2026, marks a pivotal moment in that narrative as Pershing Square USA (PSUS) moves […]
Talk of Harbinger stake in African Minerals
Telegraph.co.uk – The chatter was that Harbinger, a powerful US hedge fund run by Philip Falcone, has built a small stake in African Minerals and has been talking to London brokers in recent days about picking up more stock. Harbinger […]
Activist funds eye resurgence in friendlier climate
Alibaba News Channel – European companies emerging from the credit crisis should start looking over their shoulders: activist investors are set to return from hibernation, working more closely than ever with institutions to effect change. The activists, who favour methods […]
Hedge fund firm TCI’s profits surge – Reuters
Reuters – Activist hedge fund firm TCI, which launched an attack on ABN AMRO in 2007 that helped trigger the Dutch bank’s sale, has seen profits surge 73 percent but warned this year will be tougher. The Children’s Investment Fund […]