Aktivistfonde vokser voldsomt, og ændrer strategi og taktik

Analyse fra JP Morgan beskriver, hvordan store aktivistfonde i disse år tiltrækker mere kapital, og hvordan deres strategi og taktik er under forandring. Læs blandt andet, hvornår de ser gode muligheder i børsnoterede selskaber for et ”angreb.” ”This significant inflow of capital into the asset class comes with immense pressure to put capital to work quickly, and in ever-larger campaigns. Adding to the dynamism of this asset class, new funds are entering the shareholder activism arena at a rapid pace (typically lieutenants of established activist funds or non-activist fund managers pursuing activism as a new strategy) and traditional institutional investors increasingly support—directly or indirectly—shareholder activist campaigns,” hedder det i analysen.