Why More Companies Are Fighting Back Against Activist Investors

The video discusses recent trends in corporate activism, highlighting how companies are increasingly willing to challenge activists. It explores the shift in board strategies, with boards now more proactive in engaging with shareholders. The video also examines changes in activist demands, noting a preference for independent directors due to economic concerns. It highlights that company size is no longer a defense against activism, with even high-performing companies being targeted. Finally, it looks ahead to future activism trends, emphasizing cautious approaches and addressing the issue of overboarding.

Why might activists be more cautious in their approach going forward?

What does the trend of directors being challenged for overboarding indicate about corporate governance?