Activist Corvex could turn to a tried-and-true playbook to realize value at Southwest Gas
Keith Meister’s Corvex Management is planning discussions with the board and management at Southwest Gas. Source link
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Hedge Funds
Activist Engaged Capital sees a path to lift VF Corp’s share price and slash costs
Cost cutting and refreshing the board at VF Corp. are on the list of priorities for activist Engaged Capital. Source
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Activist Impactive sees an opportunity to build value with an ESG tilt at Concentrix
Impactive Capital can help Concentrix figure out how to deploy its cash pile – and boost employee retention. Source link
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Starboard may be poised to build value amicably at contract research firm Fortrea
Activist Starboard Value recently disclosed a position in Fortrea Holdings. The firm may be able to take a friendly approach
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BofA Document Shows Investors’ Views on Turkey After Meetings With Finance Minister
Efforts to lure disillusioned investors back to Turkey are making slow progress, according to a leaked Bank of America Corp.
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Activist Politan Capital engages with Azenta. Here’s how the firm may boost shareholder value
Azenta is sitting on a pile of cash, and shareholders will want to know the company's plans for the money.
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BlackRock’s Rieder thinks investors should believe the Fed that it’s going to hike again
BlackRock fixed income chief Rick Rieder thinks the Federal Reserve can stop raising interest rates, though it probably won't. Source
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Activist Elliott makes inroads at Catalent to build value. Here’s what could happen next
Elliott recently entered a cooperation agreement with Catalent. This could pave the way for some major changes at the pharmaceutical
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Constellation Brands is in the midst of a transformation. How activist Elliott may build value
A key change is going on at Constellation Brands, which has agreed to work with Elliott and add two seats
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