Why Ashland Is Such an Alluring Target for Activists

The transcript discusses the attraction of activists to a company, focusing on governance, financial communication, and capital allocation. It highlights the role of the board in protecting shareholders and the importance of strategic decisions. The selection of board members, such as Kira Novo, is emphasized for their experience and impact. Neuberger's shift to a more vocal activist role is explored, focusing on maximizing long-term shareholder value through governance, compensation, and communication strategies.

What qualities make Kira Novo a compelling addition to the board?

How does Neuberger Berman's approach to investment differ from others?

What communication challenges has the CEO faced during their tenure?