A Microsoft spokesperson gave us this comment on ValueAct: "Microsoft’s Board of Directors and mana…

A partner at one activist hedge fund, based in New York, has a mug he likes to use during talks wit…

"We cannot allow our economy to be hijacked by a small group of investors who seek only to enrich t…

According to the Journal, which cites an investor letter, JANA is urging the company to spin off it…

Cumberland Associates is different - it's a deep value fund that has produced a 14.5% annualized re…

Dropbox stock soared as much as 8% on Wednesday after WSJ reported that Elliott Management has a 10…

However, on the issues that fall into the domicile of Board oversight, our assessment is less glowi…

Most banks won't work for the activists themselves (at least not openly), for fear of alienating th…

Hedge funds fell 2.76% on average in January, according to data from Hedge Fund Research. The S&…

Carl Icahn's on his soap box about Apple, Paul Singer's going after Juniper, and it seems like new …

Starboard's next biggest stock positions are Marvell Technology Group, Advance Auto Parts, The Brin…

Peltz said in December that he had taken a new position but did not disclose which company it was i…

Engine No. 1 sees value in investing in General Motors, which has been increasing investment in its…

The growth of activist AUM over the past seven to eight years has essentially created its own asset…

The 74-page slideshow, which Smith said was "roughly" the same as the one shared with the company, …

Corvex recently bought a $400 million stake in Danone - known in the US for its Dannon subsidiary -…

Investors have gravitated toward the activists lately. Those funds saw significant inflows at the b…

Changes in the SEC proxy rules described above also mean that companies are increasingly influenced…

"It used to be in the early 2000s, hedge fund managers would say, 'I'd make money in all environmen…

Despite a difficult quarter for our portfolio, we are optimistic about what we own: a mostly U.S.-c…