Investment Process
The 13D Activist Fund seeks to invest in 20 to 40 activist situations which we believe will successfully lead to the realization of enhanced shareholder value. We analyze each 13D event and makes a decision as to how much, if any, to allocate to the Fund. The investment decision is based primarily on an analysis of the history/track record of the activist, type of activism employed, sector and probability of a success. The decision is based primarily on an analysis of the 13D event. [Read more...]
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Quick Fund Facts
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In the News
From 2007 through 2019, I wrote the weekly Activist Spotlight column at Barron’s. I have now joined the CNBC team and will be writing the weekly update exclusively for CNBC readers. Due to the coronavirus crisis we have delayed the launch of this column, but we believe now is the right time to start focusing on company fundamentals and catalysts.
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Source: CNBC - April 18, 2020
When Ken Squire decided to start a research service analyzing the securities filings of hedge fund managers in 2006, the strategy he planned to cover—what we now call shareholder activism—was a tiny niche in the hedge fund world.
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Source: Worth.com - February 13, 2019
Highlights the Benefits of Pure, Diversified and Complete Exposure to a Successful Strategy
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Source: Morningstar.com - January 17, 2017[See more...] |