Activist Investors Are Good At Identifying Company's Story Structure

By Alex Gavrish, Etalon Investment Research; author of “Story Investing” Over past few years we have witnessed tremendous growth of shareholder activism. US is the leader in this field. Not a day passes without reports in financial media about new activist investor campaigns or updates on companies in which activists already invested. It is expected that activism is here to stay and will only continue to grow. Activist investors themselves are positive and optimistic. According to a 2016 edition of Shareholder Activism Insight report and survey published by Schulte Roth & Zabel law firm, most investors expect activism campaigns to continue…