News

July 13, 2017
Articles

Calling ‘Mom and Pop’ in a Proxy Fight Article published on June 12, 2017 By Lindsay Frost   A heated battle at Arconic last month ended in a successful settlement for activist investment firm Elliott Management, partially due to its unique approach to winning over retail voters, who make up about 30% of outstanding stock: sending them individual video […]

February 2, 2017
Articles

By Bruce H. Goldfarb The giant shift in assets from active to passive investment strategies over the last few years has profoundly changed the balance of shareholder power in corporate America. Index funds managed by investment giants such as BlackRock, Vanguard, and State Street are now more influential than ever. These investors not only own […]

January 5, 2017
Articles

Bruce Goldfarb, president and CEO, Okapi Partners: “Large mutual fund and index fund managers, like BlackRock, State Street and Vanguard, are becoming more vocal about governance issues and long-term value creation. You can expect these shareholders as well as activist investors to hold boards accountable for compensation plans that incentivize short-term thinking over long-term sustainability […]

January 5, 2017
Articles

January 5, 2017 | By Garnet Roach, IR Magazine The coming year is set to see more vocal index funds and an activist focus on small and mid-caps With 48 campaigns during 2016 – on both the activist side and the defense – proxy solicitor Okapi Partners topped Activist Insight’s second annual ranking of law and proxy firms […]

December 16, 2016
Articles

By Ron Orol, TheStreet.com In October, the large and influential money manager State Street Global Advisors issued a warning to companies and activists for 2017: Consider very carefully the interests of long-term investors when entering settlements with insurgent funds.  Specifically, State Street said it was concerned that “a recent rise in settlements … entered into rapidly […]

November 16, 2016
Articles

Activist investors are bracing for an uncertain environment under a Donald Trump presidency. Bruce Goldfarb, CEO of Okapi Partners, said the demise of carried interest, something Trump said he supports, would impact the profitability of activist funds. “It’s something everybody has to think about,” he said, adding that investors are also concerned about the overall deal […]

October 18, 2016
Articles

US Election Will Shake Up Activism, Okapi CEO Says By Chelsea Naso Law360, New York (October 17, 2016, 10:52 AM EDT) — Donald Trump and Hillary Clinton differ vastly on how to regulate corporate America, but regardless of who is elected on Nov. 8, the changes that follow could have a significant impact on shareholder activism, Okapi […]

June 27, 2016
Articles

A Proxy Season For The Record Books Law360, New York (June 24, 2016, 10:56 AM ET) — When it comes to proxy contests and shareholder activism, the first half of 2016 was in many ways one for the record books. All told, there have been over 400 activist campaigns initiated worldwide this year, including more than 269 […]