NewsBite

Activist investing

This Month

Nick Bolton and Antony Catalano.

The end of the bromance: how Bolton and Catalano came unstuck

In an audacious corporate raid, Nick Bolton and Antony Catalano made Magellan blink. Then they fought over the spoils.

After arriving in 2012, Australia quickly became one of Uber’s largest markets.

Bill Ackman takes $3.6 billion stake in Uber

Ride-hailing group is ‘one of the best managed and highest quality businesses in the world’, activist investor says.

Guantanamo Bay’s Camp Delta.

US to fly illegal migrants to Guantanamo Bay

The first planeload of illegal immigrants will land in the notorious prison on Tuesday; Michaelia Cash emphasises Peter Dutton’s strength over his likeability; Elliott swoops on BP. Here’s how the day unfolded.

January

Garry Laurence of Profeta has written to the board of Perpetual.

Former Perpetual fundie urges board to kill demerger for good

Former head of global equities Garry Laurence has bought up shares in the struggling firm and told the board to dismantle its funds management empire.

Nate Anderson’s research firm Hindenburg claimed a number of high-profile scalps.

Block, Adani short seller Hindenburg Research closes up shop

US activist investor Nate Anderson is disbanding his firm after eight years of “shaking up empires”.

Advertisement

November 2024

The activists are targeting News Corp’s dual-voting share structure, saying battle for succession among Rupert Murdoch’s children has left the media company at risk.

Why Perpetual wants to maintain Murdoch control at News Corp

News Corp shareholders have been asked to vote on whether the company’s dual-class share structure should be collapsed this week.

October 2024

Magellan chairman Andrew Formica has defended a decision to pay Keybridge Capital.

Magellan board defends Bolton’s windfall amid ASIC probe

The chairman of the fund manager said a deal struck to appease activist investor Nick Bolton was in the best interests of shareholders.

September 2024

Viburnum Funds’ Craig Coleman.

Viburnum’s GTN takeover finds early takers after trading frenzy

Viburnum, which was sitting on 35.53 per cent of GTN, is said to be hovering near the 50 per cent mark after scooping up about 15 per cent of GTN on Monday.

August 2024

Welcome to the nature positive investing movement

Institutional investors see natural capital as the next force in corporate governance, with big implications for companies growing and selling food.

Michael Traill, co-founder of For Purpose Investment Partners, and Qantas Super’s Andrew Spence.

This super fund creates positive returns – and social benefits

Within its $9b fund, Qantas Super allocated $600 million for social impact investing. This year it backed an aged care project, to improve quality of care.

Viburnum Funds managing partner Craig Coleman.

Viburnum Funds sets sights on Coventry Group breakup

Fluids spoke for about 43 per cent of the group’s total $371.3 million revenue in the 2024 financial year.

July 2024

Laurence Parisi served as chief executive officer of Eildon Capital, stepping down on June 30.

Eildon Capital on former boss’ M&A radar

Street Talk understands that Brisbane-based property fund manager and financier Trilogy Funds is weighing an acquisition of Eildon Capital.

Nick Bolton at Byron Bay in October.

Magellan activist Nick Bolton loses high-stakes battle over legal fees

Nick Bolton’s enemies are legion. Though few can be as determined as John Atanaskovic.

June 2024

Hawkins has recently added a new stock to L1’s Catalyst Fund.

L1’s activist fund is making investors and boards take notice

The hedge fund’s catalyst strategy has returned 42 per cent since its 2021 inception, and portfolio manager James Hawkins is eyeing up L1’s next target.

May 2024

Karoon Energy’s Who Dat oil and gas operation in the US Gulf of Mexico.

Karoon chairman preps for showdown with angry investors

An activist consortium led by Samuel Terry Asset Management intends to vote against five of the nine resolutions up for vote at the oil and gas producer’s AGM on May 23. 

Advertisement
Peter Botten, chairman of Karoon Energy.

Karoon chairman in activists’ firing line over pay

Sandon wrote to chairman Peter Botten on Wednesday arguing that Karoon’s incentive structure had insufficient regard for shareholder value.

April 2024

Activists Samuel Terry, Sandon lawyer up for Karoon Energy fight

The pair have added Allens and Mont Lawyers to their legal teams as they look to talk on the Karoon Energy board.

Samuel Terry’s Fred Woollard.

Activist funds to push Karoon Energy on dividends

Samuel Terry and Sandon Capital will target the oil and gas producer’s board before May’s annual general meeting and push for more dividend payments.

Victoria Hardie is managing director of HMC Capital Partners

ASX activist HMC Capital takes aim at GrainCorp

HMC Capital has revealed a position in GrainCorp, marking the group’s fourth public bet from the highly concentrated Capital Partners Fund.

March 2024

New York hedge fund Saba Capital has upped its stake in the ASX-listed philanthropy vehicle to nearly 10 per cent.

Hearts & Minds’ heavyweight board stares down New York hedge fund

Saba Capital, which has previously campaigned against BlackRock in its bid to change funds, has bought up some 10 per cent of the ASX-listed philanthropy vehicle.

Original URL: https://www.afr.com/topic/activist-investing-1mwl