Publications
The Activist Investing Annual Review 2014
January 27, 2014
The Activist Investing Annual Review 2014, published by Activist Insight in association with SRZ, covers the major trends in activist investing in the past year and features statistics on global activist campaigns.
SRZ partner Marc Weingarten and former SRZ attorney David E. Rosewater contributed expert analyses to the review, which also includes interviews and insights from other key players in the activism market and an analysis of activist-targeted stocks using Activist Insight’s proprietary Follower Returns feature. The report analyzes activist hedge funds’ strong performance in 2013 using Activist Insight’s unique Activist Index, which is made up of 30 activist funds.
As counsel on many of the highest-profile activist matters in recent years, SRZ is the go-to firm for representing the interests of investors, shareholders and target companies alike. We advise activists and “occasional activists,” as well as companies, boards of directors and shareholders, on a wide variety of corporate governance and control issues and activist and defensive strategies, from behind-the-scenes long-term partnerships with management to proxy contests and consent solicitations.
To read The Activist Investing Annual Review 2014, produced by Activist Insight in association with SRZ, please click here.
For more information, please view our press release.
To visit SRZ’s Shareholder Activism Resource Center, please click here.
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Alerts
On March 1, 2024, New York Governor Kathy Hochul signed into law an amended version of the New York LLC Transparency Act (“NYLTA”),[1] requiring certain limited liability companies (“LLCs”) formed or authorized to do business in New York (each, a “NY Reporting Company”) to file a beneficial ownership information (“BOI”) report with the NY Department of State (“NY DOS”). Each NY Reporting Company will be required to disclose on its BOI report identifying information pertaining to each individual who directly or indirectly exercises substantial control or owns or controls 25 percent or more of the ownership interests of a NY Reporting Company (each, a “Beneficial Owner”) and the individuals involved in the NY Reporting Company’s formation or registration to do business in New York (each, an “Applicant”). Information reported to NY DOS will be maintained in a private database not accessible to the public. The NYLTA goes into effect on Jan. 1, 2026 and requires the NY DOS to promulgate regulations implementing the legislation.
Alerts
The US Securities and Exchange Commission (“SEC”) and the Commodity Futures Trading Commission (“CFTC”) have overhauled Form PF and private fund managers have until March 12, 2025, to begin reporting on the new Form. The changes to the reporting requirements mandated by the amendments to the Form (“Form PF Amendments”) will require substantial preparation by many managers.[1]
Alerts
On March 1, 2024, New York Governor Kathy Hochul signed into law an amended version of the New York LLC Transparency Act (“NYLTA”),[1] requiring certain limited liability companies (“LLCs”) formed or authorized to do business in New York (each, a “NY Reporting Company”) to file a beneficial ownership information (“BOI”) report with the NY Department of State (“NY DOS”). Each NY Reporting Company will be required to disclose on its BOI report identifying information pertaining to each individual who directly or indirectly exercises substantial control or owns or controls 25 percent or more of the ownership interests of a NY Reporting Company (each, a “Beneficial Owner”) and the individuals involved in the NY Reporting Company’s formation or registration to do business in New York (each, an “Applicant”). Information reported to NY DOS will be maintained in a private database not accessible to the public. The NYLTA goes into effect on Jan. 1, 2026 and requires the NY DOS to promulgate regulations implementing the legislation.
Alerts
The US Securities and Exchange Commission (“SEC”) and the Commodity Futures Trading Commission (“CFTC”) have overhauled Form PF and private fund managers have until March 12, 2025, to begin reporting on the new Form. The changes to the reporting requirements mandated by the amendments to the Form (“Form PF Amendments”) will require substantial preparation by many managers.[1]