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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In the News
Highlights the Benefits of Pure, Diversified and Complete Exposure to a Successful Strategy
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Source: Morningstar.com - January 17, 2017
You don’t have to be Carl Icahn, Bill Ackman or Dan Loeb to invest like an activist shareholder. When crusading investors are demanding corporate change, they buy the stock of a target company. Activists who own more than 5% of the voting class of a company’s stock must file a Schedule 13D form with the Securities and Exchange Commission within 10 days after the purchase.
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Source: Forbes.com - July 30, 2014[See more...] |