Korea Investing: Activism ❌ Friendly Activism ✅ | Alpha Uncovered x LIFE ASSET MANAGEMENT Watch▶️ / Listen 🎧 now Youtube https://lnkd.in/gavBpW8H Spotify https://lnkd.in/gXFX9bBg Apple Podcast https://lnkd.in/gcWvfRSG In this episode, we’re featuring Darren Kang, the co-Founder and CIO of LIFE ASSET MANAGEMENT, one of Korea's leading activist investors. Darren and his team have pioneered a "friendly activism" approach in the Korean market, working constructively with family-owned conglomerates to unlock value while respecting the unique challenges of Korean corporate culture. We dive deep into Korean companies' systemic issues, from governance and high inheritance taxes to the evolving regulatory landscape. Darren shares how their engagement strategy is reshaping undervalued companies and driving impressive returns, with a focus on helping firms restructure balance sheets and realize their full potential. This approach has already yielded substantial success stories, where Darren’s team played a key role in transforming the company’s valuation. For investors interested in Korean markets or curious about innovative activism strategies in Asia, this discussion offers a wealth of insight into what it takes to align long-term shareholder interests with family-led corporate structures. Join us as we explore how Darren and his team are helping to rewrite the playbook for investing in Korea. #alphauncovered #fundmanagers #hedgefunds #alternativeinvestments #koreainvesting #kospi #activisminvesting #koreamarket
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Gain a comprehensive understanding of the complex Investor Activism landscape with #CapitalIQPro. Identify activist investors, analyze their investment strategies and objectives, dive into specific activist campaigns, and more. https://okt.to/4foT2H #DoMoreWithYourData
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Unlocking Value: Activist Investor Boosts Rentokil Stock #activistinvestor #activistinvestorstrategy #capitalallocation #NelsonPeltz #operationalefficiency #RentokilInitial #Rentokilstockperformance #shareholdervalue #strategicreview #TrianFundManagement
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Activist shareholders are becoming more efficient, more sophisticated and better resourced. We're seeing an increase in novel tactics and a change in the type of shareholder launching campaigns, as well as an uptick in unpredictability. In our latest insight, we chart shareholder activism trends, tactics and strategies for companies to prepare. Here's how to stay ahead of evolving campaigns: https://lnkd.in/gsyx5wa5
Activist shareholders are becoming more efficient, more sophisticated and better resourced
allens.com.au
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ACTIVIST INVESTOR 📎An activist investor, typically a specialized hedge fund, buys a significant minority stake in a publicly traded company in order to change how it is run. 📎The activist investor's goals may be as modest as advising company management or as ambitious as forcing the sale of the company, divestitures or restructuring, or replacing the board of directors. 📎Unlike private equity firms that buy and restructure companies in order to profit when they are resold, activist investors seldom acquire full or majority stakes. Instead, they use public communications and private discussions to win over other shareholders and company insiders. When such efforts fail, an activist investor may pursue a proxy contest to elect new directors in order to force the company to meet their demands. 🔗Activist investors are sometimes called shareholder activists, a term also used to describe those lobbying companies to improve working conditions for the overseas employees of their contractors, or backers of a dissident board slate elected to fight climate change. #sebi #investors #bse #nse #equity #shareholders
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A perfect storm of volatile market conditions and investor demands is brewing in Japan, fostering an environment ripe for increased shareholder activism in 2025. Read more from our M&A team here. https://ow.ly/lPm650Tu9s4 #whitecase
Land of the rising dissension: Japanese shareholder activism in focus
mergers.whitecase.com
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A perfect storm of volatile market conditions and investor demands is brewing in Japan, fostering an environment ripe for increased shareholder activism in 2025. Read more from our M&A team here. https://ow.ly/qANk50TMx6Q #whitecase
Land of the rising dissension: Japanese shareholder activism in focus
mergers.whitecase.com
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The Power of Activist Investors: Transforming Companies Activist investors often get a bad rap, but they can play a crucial role in improving underperforming companies. We explore how firms like Starboard Value and Elliott Management impact businesses and why their influence can lead to significant change. #ActivistInvestors #BusinessTransformation #InvestmentStrategy #CorporateChange #StockMarket #ElliottManagement #StarboardValue #InvestmentInsights #Finance101 #MarketTrends
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Harbourfront Wealth Management? Who are you? The "name" is not well known vs a bank owned firm. For some it is a hindrance. For many, it is an asset. Many times, names are either hidden, or known by a select few. Either way, we have a name almost everyone knows coming to our annual AGM. Harbourfront is IN THE GAME. We welcome the world's largest alternative asset manager Blackstone. It IS time to be IN THE GAME.
As the world's largest alternative asset manager with more than $1 trillion in AUM, Blackstone sets a high bar in the world of private investments. We're thrilled that Blackstone's David Stubbs, Managing Director and Senior Investment Strategist, Private Wealth Solutions, is speaking at Harbourfront's AGM+! David is bringing his wealth of experience to this exclusive fireside chat. Harbourfront's investment advisors are looking forward to his deep dive into emerging trends and the future of private assets.
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Activist investing isn't just reserved for global investors like Carl Icahn or Bill Ackman anymore — Australia is witnessing its own surge in activist-style activity. Investors are influencing companies to block deals, shuffle boardrooms, cut costs, and beef up dividends. The conversations that used to happen behind closed doors are now coming public. From Aussie billionaires like Atlassian's Mike Cannon-Brookes and Gina Rinehart to heavyweight pension funds such as AustralianSuper, and specialized funds like L1 Capital's Catalyst Fund, stakeholders are leveraging their influence to drive change. We recently sat down with James Hawkins, a partner and head of L1 Capital's Catalyst Fund, who said “Activism in Australia has evolved from having a stigma associated with it, to being accepted, and to now being valued.” His A$1.7 billion fund has gained 42% since its inception in 2021. We'll be closely watching to see how boards prepare for activism and which companies make their way into the spotlight next!
Ex-Macquarie Banker’s Activist Hedge Fund Strategy Soars 42%
bloomberg.com
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“Value of Thinking Like an Activist Shareholder” is my latest Lead Mandates LLC Thought Leadership feature. Much to the chagrin of management teams and boards of directors across the globe, shareholder activism is back to pre-pandemic levels. Prior to the pandemic, much of the growth in shareholder activism was driven by environmental, social, and governance (ESG) concerns. Currently, while ESG remains in the mix albeit to a lesser degree, areas such as executive compensation, mergers & acquisitions (M&A) valuation, and overall performance management have re-emerged on the activist shareholder agenda. Whether companies engage or resist activist shareholder campaigns, they can be highly disruptive to organizations even if the concerns raised are valid. While many companies have activist shareholder defense plans, leading organizations also understand the value of thinking like an activist shareholder in their management and board practices. In essence, they are both pre-emptive and proactive in their approach. What do you think? Click/read and sign up for Lead Mandates LLC updates. #activistshareholder #activistinvestor #boardgovernance https://lnkd.in/dgR68W_Y
Value of Thinking Like an Activist Shareholder
leadmandates.com
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