Embracing the opportunities for shareholder engagement
AGM season has been in full flow and attending several of them has highlighted once again the value of shareholder engagement in 3 forms: While
AGM season has been in full flow and attending several of them has highlighted once again the value of shareholder engagement in 3 forms: While
Fear + Fragility = Fortune. In our view, sentiment is approaching maximum Fear. The market appears Fragile. Let’s do something unconventional. You have to do
One of the most important investing lessons – golf is hard! As we approach the glorious first major of the year, I am reminded of
The below are my thoughts in direct response to the CEO of Avacta Group plc, Alastair Smith, writing a letter to the Times earlier this
The Apollo bid for Wood Group is an interesting case study. Even as a mighty PE house, can you better use takeover rules and shareholder
We continue our call for governance change at Bidstack. The share price continues to languish while the Board remains silent and ineffective. We highlight our