Tag: Hedge Funds
Starboard takes a stake in Qorvo. How the activist may help improve margins
Qorvo logo of a US semiconductor company is seen displayed on a smartphone and pc screen.Sopa Images | Lightrocket | Getty ImagesCompany: Qorvo Inc (Q [...]
Irenic takes a position at KBR. How the activist may improve shareholder value
KBR headquarters in Houston, TX.Courtesy: KBRCompany: KBR Inc (KBR)Business: KBR provides scientific, technology and engineering solutions to governme [...]
Activist Browning West wants to collaborate as CAE selects a new leader
A flight engineer performs a test flight in a CAE Inc. 7000 Series Boeing Co. 737-800 flight simulator at a CAE facility in Montreal, Quebec, Canada, [...]
Starboard sees a chance to create value at Riot Platforms
Business: Riot Platforms is a bitcoin mining and digital infrastructure company. It has bitcoin mining operations in central Texas and Kentucky, and e [...]
Jana calls on Markel to focus on insurance. How the firm can bolster value
Timon Schneider | SOPA Images | APCompany: Markel Group (MKL)Business: Markel Group is a holding company comprised of different businesses and investm [...]
Activist Starboard has a stake in Healthcare Realty Trust. Two paths to create value emerge
Healthcare Realty Trust building in in Nashville, Tennessee.Source: Google MapsCompany: Healthcare Realty Trust (HR)Business: Healthcare Realty Trust [...]
Activist ValueAct is poised to trim fat, help boost profits at Meta. Here’s how
Jonathan Raa | Nurphoto | Getty ImagesCompany: Meta Platforms (META)Business: Meta Platforms builds technologies that help people find communities and [...]
Caligan takes a stake in Verona Pharma, sees opportunity to generate more value
Rafael Henrique | SOPA Images | APCompany: Verona Pharma (VRNA)Business: Verona Pharma, a clinical stage biopharmaceutical company, focuses on develop [...]
Why individual investors need to look at private investments to further grow wealth
In the past decade, private investments exploded from $4 trillion to $14 trillion. Primarily led by institutional capital, investors poured money into [...]
Activist Jana is back in the kitchen at Lamb Weston. How the firm can help build value
A close-up of a logo for Lamb Weston printed on a Stealth Fries pack in Lafayette, California, on Jan. 22, 2021.Smith Collection | Gado | Getty Images [...]
How Starboard may help boost value in Kenvue’s skin & beauty business
Kenvue, a unit of Johnson & Johnson's consumer health business.CFOTO | Future Publishing | Getty ImagesCompany: Kenvue Inc (KVUE)Business: Kenvue [...]
D.E. Shaw, Mantle Ridge zero in on key fixes to build shareholder value at Air Products
Budrul Chukrut | SOPA Images | Lightrocket | Getty ImagesCompany: Air Products and Chemicals (APD)Business: Air Products and Chemicals is an industria [...]
As forex markets await political shocks, one tipping point could lead to a ‘catastrophic trade’ that unwinds markets
blackred/Getty, PM Images/Getty, Tyler Le/BIThe foreign exchange market remains quiet despite global geopolitical and economic shifts.The yen carry tr [...]
How ValueAct can help elevate Sanwa from a good company to a great one
Google earth view of Sanwa Holdings Corporation, Shinjuku Mitsui Building, 52F 2 Chome-1-1 Nishishinjuku, Shinjuku City, Tokyo 163-0478, JapanGoogle E [...]
Voss Capital wants to maximize value at International Money Express
Oscar Wong | Moment | Getty ImagesCompany: International Money Express (IMXI)Business: International Money Express is an omnichannel money remittance [...]