Engagement & Communication
For Management, Boards and Institutional Shareholders
JUNE 13, 2018
CLEARY GOTTLIEB STEEN & HAMILTON
1 LIBERTY PLAZA
NEW YORK, NY
DOWNLOAD THIS FREE REPORT FROM ACTIVIST INSIGHT
Josh Black, editor-in-chief at Activist Insight
Activist short selling has become an increasingly recognized and important part of the capital markets over the last three years, even as the number of campaigns and reports fell.
The reasons for the fall are obvious; many investors have given up on short selling in the face of challenging market conditions, few have the time or resources for the deep research the most successful campaigns require, and regulators with regular exposure to short selling or newly faced by it have reacted with protectionism.
Yet activist short sellers have far from exhausted their potential. Activist Insight Shorts, our dedicated database of activist short sellers, suggests over 70% of campaigns have generated positive returns for the investors in the week after their announcement.
Those profits are not delivered equally. The feature article in this publication highlights where success has been concentrated, whether by market cap, allegation type, or marketing strategy. Elsewhere, we highlight some of the most successful short sellers and map out some recent trends.
Four articles, 10 pages, 9 graphs, and 4 charts tell the story of activist short selling over the past 5 years. Download it for free now.
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