Shareholder activism has been widely studied and is often associated with value creation, as activist investors push for changes in strategy, governance, or capital allocation aimed at improving corporate performance and unlocking shareholder value. Recognizing the true potential of activist investing, two long-time Cevian Capital professionals, Tomas Johansson and Jens Tischendorf, realized there may be opportunities to enhance returns associated with shareholder activism by selectively investi...
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