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 trends have been observed in activist investors' approaches to M&A in recent years?

How has the concept of ESG influenced activist campaigns according to the text?

Discuss the implications of activists adopting a more private equity style of investing.

What changes have been noted in the types of companies that activists are targeting?

What challenges do smaller activists face in the current market environment?