The Key Factors Driving Activist Campaigns in 2020

The video discusses the evolving role of activist investors, focusing on M&A as a primary strategy. It highlights emerging trends like ESG and private equity-style activism, and examines how activists are impacting market performance. The discussion also covers defensive strategies and the opportunities available for smaller activists in the market.

What has been a primary strategy for activist investors in recent years?

• Increasing dividend yields

• Pushing for mergers and acquisitions

• Investing in technology startups

• Focusing on small-cap companies

How are activists using ESG factors in their campaigns?

• As a secondary consideration

• To drive their campaigns

• To avoid public scrutiny

• To reduce investment risks

What is a notable trend among activists in terms of investment style?

• Adopting a private equity style

• Focusing solely on technology

• Investing in cryptocurrencies

• Avoiding public markets

Which sectors are activists increasingly focusing on for defensive positions?

• Technology and healthcare

• Energy and materials

• Utilities and financials

• Retail and consumer goods

What is the focus of smaller activists in the market?

• Emerging technologies

• Large-cap companies

• Small-cap names

• International markets