Why Activist Investors Are Taking On Larger Targets

The video discusses the rise of activist campaigns targeting large companies, highlighting the strategies and opportunities for activist funds. It compares activist funds with traditional long investments, emphasizing the pressure on management and boards to make changes. The discussion extends to investment strategies, fees, and the impact of index funds on active funds. Finally, it explores the potential shift from shareholder to stakeholder primacy and its implications for activism.

In what ways can activist investors exert pressure on company management?

What challenges do activist funds face in the current investment landscape?