#ActiveAllocator Research – Companies are likely to become vulnerable to activist investors during the coronacrisis period. To explain transaction mechanics, activist hedge fund motives and criteria, we analyzed 15 Icahn transactions over the years. We present these in succinct case studies each day on our research blog.
Our firm’s founder Brian Jones and me have participated in over $40 billion M&A transactions , so we hope you find some of our insights useful. Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.