40 Activist Hedge Fund Transactions Reconstructed

Companies are likely to become vulnerable to activist investors during the coronacrisis period. I have been tracking activist hedge funds for many years now. To explain transaction mechanics, activist hedge fund motives and criteria, I analyze and present over 40 historical transactions here. Every deal is different but analyzing the anatomy of a transaction provides insight into how these funds operate. I draw attention to the share price charts during the period too.  Also, you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.

Transaction examples range from: • Carl Icahn • Goodwood Inc and Burton Capital • Highfields Capital Management • JANA Partners • Pardus Capital Management • Pirate Capital • Tracinda Corp • Trian Fund • Polygon

How Does Carl Icahn’s Activist Hedge Fund Make Money?

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ActiveAllocator Research – Activist hedge-funds have been largely opaque and mysterious and have acquired a certain myth. Whether they are seen as corporate raiders specializing in hostile takeovers and asset stripping of publicly listed businesses or activist investors is very much in the eye of the beholder? To understand typical strategies,  I analyzed 15 Icahn transactions over the years. These also include Hollywood Entertainment, CSX, Kerr-McGee, Lear Corporation, Mylan Laboratories, Nabisco, Temple-Inland, Time Warner, USX, VISX. Here are some of my take-aways.

Remember you can derive your own optimal portfolio allocation to activist and other hedge fund strategies on activeallocator.com.