4/29/2029

Shareholder Activism in Asia Drives Global Total to Record High

Nikkei Asia (04/29/29) Shikata, Masayuki

Activist shareholders had their busiest year on record in 2024, with the Asia-Pacific region making up a fifth of campaigns worldwide, pushing some companies higher in the stock market and spurring others to consider going private. The worldwide tally of activist campaigns rose by six to 258, up by half from three years earlier, according to data from financial advisory Lazard. Campaigns in the Asia-Pacific tripled over that period to 57, growing about 30% on the year. Japan accounted for more than 60% of the regional total with 37, an all-time high. Activity is picking up this year as well in the run-up to general shareholders meetings in June. South Korea saw 14 campaigns, a jump of 10 from 2023. Critics say South Korean conglomerates are often controlled by minority investors that care too little about other shareholders. Australia and Hong Kong saw increases of one activist campaign each. North America made up half the global total, down from 60% in 2022 and 85% in 2014. Europe had 62 campaigns last year. The upswing in Japan has been fueled by the push for corporate governance reform since 2013 and the Tokyo Stock Exchange's 2023 call for companies to be more mindful of their share prices. The bourse has encouraged corporations to focus less on share buybacks and dividends than on steps for long-term growth, such as capital spending and the sale of unprofitable businesses. Demands for capital allocation to improve return on investment accounted for 51% of activist activity in Japan last year, significantly higher than the five-year average of 32%. U.S.-based Dalton Investments called on Japanese snack maker Ezaki Glico (2206) to amend its articles of incorporation to allow shareholder returns to be decided by investors as well, not just the board of directors. Though the proposal was rejected, it won more than 40% support, and Glico itself put forward a similar measure that was approved at the following general shareholders meeting in March. U.K.-based Palliser Capital took a stake last year in developer Tokyo Tatemono (8804) and argued that more efficient use of its capital, such as selling a cross-held stake in peer Hulic, would boost corporate value. Activist investors are increasingly seeking to lock in unrealized gains from rising land prices, reaping quick profits from property sales that can go toward dividends. Companies in the Tokyo Stock Exchange's broad Topix index had 25.88 trillion yen ($181 billion at current rates) in unrealized gains on property holdings at the end of March 2024, up about 20% from four years earlier. After buying into Mitsui Fudosan (8801) in 2024, U.S.-based Elliott Investment Management this year took a stake in Sumitomo Realty & Development (8830) and is expected to push for the developer to sell real estate holdings. This month, Dalton sent a letter to Fuji Media Holdings (4676), parent of Fuji Television, calling for it to spin off its real estate business and replace its board of directors. Activist campaigns have sparked share price rallies at some companies. Shares of elevator maker Fujitec (6406) were up roughly 80% from March 2023, when it dismissed Takakazu Uchiyama -- a member of the founding family -- as chairman under pressure from Oasis Management. The rise in demands from activists "creates a sense of tension among management, including at companies that don't receive such proposals," said Masatoshi Kikuchi, chief equity strategist at Mizuho Securities. Previously tight cross-shareholdings are being unwound, and reasonable proposals from minority investors are more likely to garner support from foreign shareholders. Some companies are going private to shield themselves from perceived pressure. Investments by buyout funds targeting mature companies in the Asia-Pacific were the highest in three years in 2024, according to Deloitte Touche Tohmatsu. Toyota Industries (6201) is considering going this route after facing pressure from investment funds last year to take steps such as dissolving a parent-child listing with a subsidiary and buying back more shares. Toyota Industries holds a 9% stake in Toyota Motor (7203). The automaker "may have proposed having [Toyota Industries] go private as a precautionary measure," said a source at an investment bank.

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1/16/2027

Dealmakers See More Retail Mergers and IPOs in 2026 After Tariffs Sidelined M&A Last Year

Reuters (01/16/27) Summerville, Abigail

Dealmakers predict an uptick in mergers and IPOs for retailers and consumer goods companies this year after punishing tariffs on imports to the United States had sidelined activity in the industry for the first half of 2025. Several national restaurant and convenience store chains are primed for IPOs, along with organic baby food company Once Upon a Farm, Hellman & Friedman-backed auto repair company Caliber Holdings, and Bob’s Discount Furniture, which is owned by Bain Capital, according to more than two dozen CEOs, M&A advisors and private equity investors who attended the ICR Conference in Orlando, Florida this week. “The number of high-quality companies that are in queue to go public in 2026 is higher than we’ve seen since 2021,” Ben Frost, Goldman Sachs' (GS) global co-head of the consumer retail group said in an interview. “The question is does that mean more will go public? If it does, private investors will see the ability to exit investments again (in a) regular way, which will help (private equity) activity.” Frost was one of the more than 3,000 attendees at the annual gathering, where executives from Walmart (WMT.O), Shake Shack (SHAK.N), and Jersey Mike’s were among presenters while bankers, lawyers and private equity investors spent much of their time brokering deals and landing clients behind the scenes. The upbeat mood was a marked shift from last spring after U.S. President Donald Trump's "Liberation Day" tariff announcements sent markets skidding and killed or stalled several consumer and retail deals. The second half of the year saw a resurgence in activity that brought with it several mega deals, including Kimberly-Clark’s (KMB.O) nearly $50 billion deal to buy Kenvue (KVUE.N), announced in November. "(Companies) are still really focused on growth and synergies. They’re looking at bigger deals than they’ve been willing to do for the last number of years. The back half of last year was the start of that,” Frost said. Kraft Heinz (KHC.O) announced in September it would split into two companies to unwind its 2015 merger, shortly after Keurig Dr Pepper (KDP.O) had agreed to buy JDE Peet’s for $18 billion with plans to split the coffee and non-coffee beverages into separate companies. In apparel, Gildan Activewear (GIL) bought Hanesbrands for $2.2 billion. Investors could also spur more deals and corporate breakups in the sectors, Audra Cohen, co-head of the consumer and retail group at law firm Sullivan & Cromwell, said in an interview at the conference. Corporate agitators have taken recent stakes in Lululemon Athletica (LULU.O) and Target (TGT.N), but aren't yet pushing for M&A. Lululemon hosted a morning yoga class and its management team met with analysts and investors at the conference. Meanwhile, private equity buyers are beating out companies for some deals, Manna Tree Partners co-founder Ellie Rubenstein told Reuters. Her firm sold its cottage cheese brand Good Culture to a larger consumer-focused firm L Catterton just last week. “A lot of these brands have gotten lost (inside big corporations) and the consumers don’t like it. You may see a lot of corporate carveouts this year,” Rubenstein told Reuters in an interview after her keynote address. She interviewed her billionaire father and Carlyle co-founder David Rubenstein, 76, on stage at the conference. The father-daughter pair contrasted their portfolios, pointing to Carlyle’s history of investing in fast food chains like McDonald's (MCD.N) and KFC Korea while Manna Tree saw big returns from investments in healthier food brands like pasture-raised egg producer Vital Farms (VITL.O) and Good Culture.

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7/1/2026

Investors’ Campaigns Hit Global Record, With More on the Way

Barron's (07/01/26) Ungarino, Rebecca

Activist shareholder groups have launched a record-high number of campaigns against companies this year, driven by a mix of heightened activity in Asia, a friendlier regulatory environment for mergers and acquisitions, and more campaigns engaging financial firms. Activist investors launched 184 new campaigns globally in the first and second quarters, up 20% in a year and nearly 40% above the five-year average for that period, according to Lazard. The uptick also reflected a growing number of campaigns featuring demands around how companies are using artificial intelligence, the investment bank said in a report on Wednesday. “Prepare for more, and more focused, campaigns,” Cleary Gottlieb lawyers wrote in a report in June. “A concentrated group of sophisticated funds is running more campaigns, though fewer now yield board seats.” Elliott Investment Management, led by Paul Singer, launched 13 new campaigns in the first and second quarters, Lazard’s report said. That’s up 86% in a year. In February, Elliott said it had built a “significant stake” in the London Stock Exchange Group (LON: LSEG). Elliott had also taken a stake in Synopsys (NASDAQ: SNPS), the chip-design software maker, Barron’s reported in March. Jesse Cohn, a managing partner at Elliott, joined the board of Synopsys last month as part of an agreement between the two firms. Activity in Asia and the U.S. led the global campaign uptick in the first six months of the year. Investors that specialize in the Asia-Pacific region such as Dalton Investments, Oasis Management, and Strategic Capital were among the busiest players, Lazard’s data showed. Over the past year, activists are also engaging financial institutions more often than they have in the past. The founders of HoldCo Asset Management, a Florida-based firm, told Barron’s in April that they recently initiated investments in Beacon Financial (NYSE: BBT), a Boston-based lender, and Bank of Hope (NASDAQ: HOPE). “What you can control, indisputably, is how you allocate capital,” Vik Ghei of HoldCo told Barron’s in April. “Yet, many banks refuse to have any sort of framework to evaluate that, and certainly don’t communicate about it. To us, that is the cardinal sin.” All of this activity should be a boon for the lawyers and advisors who work with companies dealing with activist investors. It may also be a way for firms to expand or start relationships with corporate clients. Bank of America (NYSE: BAC) CEO Brian Moynihan, whose bank has a large activist defense group, said last fall that working with a client “at a time of need” can mean they turn to those advisors for other assignments down the line.

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7/1/2026

Investors Make Bigger Push for Campaigns in H1, Seek More M&A

Reuters (07/01/26) Herbst-Bayliss, Svea

Investors pushed global companies more aggressively in the second quarter to make changes and lifted the overall pace of campaigns in the first half of 2026, Barclays (NYSE: BCS) data showed, as their biggest demand was for businesses to sell themselves in a rebounding deal market. Compared with the first half of 2025, investors such as Elliott Investment Management, Jana Partners and Starboard Value, launched 136 global campaigns between January and end-June, a 5% year-over-year increase, according to the data. While first-quarter activity was muted following a record number of 256 campaigns in all of 2025, activity picked up dramatically in the second quarter with 74 campaigns, the data showed. TOMS Capital began pressing U.S. shale operator Devon Energy (DVN.N) to sell assets or put itself up for sale, Starboard Value built a stake in AI-software maker Dynatrace (DT.N) and is pushing for changes, while Elliott built a position in Bio-Rad Laboratories (BIO.N). "The year started on a slower note but is getting much busier now and we have seen a big jump in demands for mergers and acquisitions," Jim Rossman, global head of shareholder advisory at Barclays, told Reuters. "Activists are saying why waste time trying to fix companies when the easier argument is to sell." The bulk of activity during the first six months of 2026 took place in the United States, where Barclays data counted 68 campaigns, representing a jump of 13% from the previous year. More than half of all global campaigns engaged technology and industrial companies as investors believe these sectors are particularly exposed to disruption from AI. As the investors pushed for changes, their most frequently requested demand was for some kind of M&A activity with calls for a sale ranking at the top of the list, the data showed. During the first half of the year, 21% of all campaigns agitated for a sale, compared with only 14% in 2022, Barclays said. Ancora Alternatives is pushing specialty chemicals company Ashland (ASH.N) to sell itself while Jana Partners wants payments company Fiserv (FISV.O) to sell additional assets. Bankers and lawyers forecast these demands will remain popular as deal values have rebounded and the regulatory environment in the United States is seen as friendlier even as economic headwinds remain. Investors also called on companies to refresh their boards, return capital and improve strategy and operations. Elliott, which invests some $80 billion in assets, remained the busiest investors, having launched 12 campaigns in the first half of the year. Oasis Management, Dalton Investments, Irenic Capital Management, and Palliser Capital were also busy and, together with Elliott, they waged some 41% of all campaigns in the first half, the Barclays data showed. Even as investors, once derisively called corporate raiders, pushed aggressively for corporate changes, there were far fewer corporate battles with only two proxy fights that went to a final vote and one major "withhold campaign," recorded in the first half, down from eight in the first half of 2025, the data showed. With fewer fights going to a vote, investors also saw a 17% drop in the number of board seats they managed to win compared with a year earlier. Elliott laid claim to 11 seats, including ones at Synopsys (NASDAQ: SNPS), Norwegian Cruise Line Holdings (NYSE: NCLH), and J.M. Smucker (NYSE: SJM), while Starboard scored six and Engine Capital got five, the data showed. All seats were negotiated through settlements.

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7/1/2026

London Becomes Activist Capital of Europe as Investors Pressure Firms Over AI Plans

City AM (07/01/26) Hunt, Simon

London has become the shareholder activist capital of Europe as boardrooms feel the heat of interventions from outspoken investors. The UK’s capital markets were the subject of a staggering 57% of all European campaign activity in the first half of the year, fresh data has found, crossing the 50% threshold for the first time in years. The figure represents a rise of 46% compared to last year and is more than triple that of Italy and Germany, the second and third largest countries for shareholders activism, according to data compiled by financial advisory firm Lazard. Given the comparatively low valuation multiples of London-listed firms compared to their peers, it is no surprise value-hunters are casting a covetous eye at the UK equity market, according to Russ Mould, investment director at AJ Bell (LON: AJB). “Activists tend to be investors who seek out value and then try to ensure that a catalyst arrives to unlock that value, rather than simply waiting for it to happen. In this context, the UK could be fertile territory,” Mould said. “Activists often like to see themselves as suggestivists who offer constructive insights behind the scenes into how a firm may be better run and a share price galvanized. They only tend to get confrontational and run public campaigns if they feel they are being ignored or given unduly short shrift. “Activists tend to look for certain things in their quest for value creation, and any board which has not sat down, looked at the company for which it is responsible and pondered what an activist might suggest if they turned up has nodded off on the job.” Almost half the shareholder activism in Europe in the first six months of the year related to a push for firms to break up or explore a sale, Lazard data found, while calls for share buybacks accounted for around a third of campaigns. Only 4% of campaigns related to strategy or operational demands, a sharp drop compared to last year, while 13% focused on ousting or introducing board members. Among the top areas of focus for investors was AI, with shareholders interrogating how companies are adopting the technology and how they avoid losing business to it. “As AI continues to reshape industries, activists have begun to exert pressure on companies to adopt and implement AI-focused strategies to unlock value for shareholders,” Lazard said. Around two in five campaigns were aimed at companies worth $5 billion-20 billion, despite this cohort accounting for only a fifth of the market, while one in ten were aimed at mega-caps, defined as being worth $50 billion or more, despite this group representing only 5% of businesses.

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6/30/2026

Elliott’s Acolytes: How Paul Singer’s Hedge Fund Became a Spinout Factory

Financial Times (06/30/26) Pollard, Amelia; Barnes, Oliver

Elliott Management alumni are extending Paul Singer’s influence on Wall Street, as former staff use lessons learned at the $80 billion investor to launch firms of their own. Members of the “Elliott diaspora,” as some former staffers call it, have founded at least seven hedge funds since 2020, mirroring the “Tiger cubs” that came out of Julian Robertson’s Tiger Management around the turn of the millennium. They include Adam Katz’s Irenic Capital, Dan Gropper’s Carronade Capital, Quentin Koffey’s Politan Capital, and James Smith’s Palliser Capital. Unlike Robertson, Elliott has not invested in any of the new firms, according to two people familiar with the matter. But even so, they have begun to find success in the same field. “Elliott is a sophisticated investor, and people trained there tend to understand how to employ activism as a precise tool, not simply as a blunt instrument,” said one senior banker. “There’s a reason most defense advisers would rather have Elliott or one of its [alumni] across the table than a less disciplined activist.” That Singer has started to amass his own lineage is a sign of his 49-year-old firm’s transition from a pugnacious hedge fund to a Wall Street institution with more than 600 employees. It now manages $80 billion compared with about $30 billion a decade ago, and while it has struggled to keep up its momentum on returns in recent years, a new Elliott position has become so influential that its activism is often a self-fulfilling prophecy. When the hedge fund unveiled its stake in Honeywell two years ago, the company’s stock rose nearly 5%. But its targets also need to be increasingly large to move the needle, according to people familiar with the firm, creating opportunities for new funds that have the flexibility and interest in going after smaller companies. Elliott’s scale means it has yielded many more spin-offs than rivals such as Starboard Value or Trian Partners, according to data from research firm Def 14. But it also has a distinctive approach, which firms such as Irenic and Carronade have tried to emulate. Having waded into equity activism in the mid-2000s under the direction of Jesse Cohn, a wunderkind who has gone on to become a managing partner, Elliott now does everything from boardroom fights to takeover battles and distressed-debt brawls, all while maintaining an unusually intense eye on levels of risk. The phrase Singer has used over the years to describe this phenomenon is “manual effort,” or the attempt to eke out better returns by sheer force of will and resources. Elliott will often have as many as 50 employees devoted to one investment. Another reason the hedge fund has proved to be a finishing school for Wall Street’s next generation of investors is Singer himself, who has run Elliott since its founding in 1977. “Paul was a great manager of people and he gave you rope,” said a former Elliott employee. “You either made it work or blew yourself up. But he was really good at enabling people.” Singer allows portfolio managers to take big swings, a luxury enabled by Elliott’s uncompromising approach to risk. Elliott tries to mitigate potential losses at every level of its investment through an elaborate web of hedges, according to two people familiar with the matter. Although this can be a costly strategy, it has given Elliott far greater precision in preventing losses. “I like to joke that you can fit everyone who knows how to do that in my office, and my office isn’t that big,” said the former Elliott employee. “If you didn’t work at Elliott, you don’t know how to do that.” While each of the newer hedge funds has its own style, one person close to Elliott described the firms as all running on the same “operating system." Carronade made 6.8% in the first five months of this year, with a 10.5% annualized return since its launch, according to people familiar with the figures. Irenic is up about 1%, after making 16% in 2025, according to people familiar with the numbers. Elliott is known for going after intensely complicated companies and situations that other investors might shirk away from. Firms such as Trian Partners or Starboard are primarily associated with high-profile campaigns designed to lift a company’s share price. Yet Elliott’s hallmark investments also often combine legal expertise, a savvy for credit documents and sometimes entire takeovers, as eventually took place with the $16.5 billion deal for software company Citrix in 2022. Another former employee said working at Elliott was particularly good for learning “how to prosecute a wide variety of weird and hairy and messy situations." Elliott offshoots have launched 50 campaigns since early 2023, according to Def 14, with targets as ambitious as Rio Tinto (ASX: RIO) for Palliser and News Corp (NASDAQ: NWSA) for Irenic. Some of these campaigns have clinched early wins. Katz’s Irenic engineered a sale of Wagamama owner The Restaurant Group to Apollo Global Management; Smith pushed FTSE 100 systems testing company Intertek (LON: ITRK) towards a sale to EQT; and Koffey took part in an almost $10 billion sale of patient monitoring group Masimo to Danaher (NYSE: DHR). But starting a hedge fund in Elliott’s shadow brings its own challenges. The reputation of the brand can lead to investors feeling pigeonholed. “Once you work at Elliott, you’re labeled an ‘enemy to corporate management’ teams for life and thus more or less stuck as an activist,” said one executive. Some of the Elliott offshoots have also struggled to emulate the hedge fund’s success. Sparta Capital, which was founded by former Elliott trader Franck Tuil, made a series of ill-timed bets shortly after it launched, including on Spanish company Grifols (NASDAQ: GRFS). In 2024, multi-manager hedge fund Balyasny pulled its $250 million investment in the fund. One person close to the fund highlighted that the positions were a small proportion of the overall bets the fund had made. “They have the same training but they don’t necessarily offer the same value proposition,” said one person familiar with Elliott. One investor in Elliott, who has been pitched by a handful of the new hedge funds, said these founders had learned the hard way that it was difficult to replicate what Singer had pulled off since the 1970s. “You cannot recreate what you did at Elliott because the costs are so enormous,” they said.

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6/29/2026

Foreign Investors Fear Japan Is Backsliding on Reform

Financial Times (06/29/26) Keohane, David; Lewis, Leo; Dempsey, Harry

Foreign investors are pushing back at a slew of moves in Tokyo to restore power to the boards of Japanese companies, arguing that the government is in danger of backsliding on reform attempts. In recent weeks, Japan’s government and regulators have set out initiatives that bankers, investors and advisers say amount to a message of caution to foreign activists and private equity. “It may not be co-ordinated but it makes it seem like the pendulum is swinging back towards economic nationalism,” said a senior executive at a foreign private equity firm in Tokyo. Nicholas Benes, founder of the Board Director Training Institute of Japan, said: “If everything is accepted as proposed, I think the proposals or drafts will be perceived as a sign that a backlash has begun and that Japan is ‘backsliding’ too early in its necessarily long process of generating real governance change.” Potentially the most consequential move is a proposed clarification to takeover guidelines to emphasize that boards need not support the highest offer if they believe a lower bid would be in the company’s best interests. Separately, draft “growth investment guidelines” suggest Japan may be placing too much emphasis on short-term capital efficiency and shareholder returns, while arguing that domestic asset managers could soften voting policies that penalize such decisions. The government is also launching a working group on shareholder activism as it considers tougher thresholds for proposals and disclosure requirements, as well as potentially allowing boards to suspend voting rights in cases of violations. At the same time, officials are examining the ties between activist investors and private equity firms, including whether insider information is being shared or prices are being suppressed during takeover talks. Adding to fears of increased intervention, the government recently blocked the buyout of Makino Milling (TYO: 6135), a machine tool maker, by Asian private equity firm MBK as it seeks to defend its interests in defense, supply chains and critical minerals. Officials stress that the bulk of the moves are aimed at returning some power to boards rather than dissuading foreign capital. Where the takeover rules are concerned “the basic attitude to welcoming investors has not changed, but the government wants to rebalance the rules concerning shareholder rights,” said Hiroyuki Sameshima, the official at the powerful economy, trade and industry ministry overseeing the updates to the guidance. One senior banker in Tokyo argued that although the announcements were concerning, Japan remained open to investment: “It’s two steps forward, one step back, but I don’t think the direction is changing.” However, the sudden perceived shift in tone is jarring for foreign investors who have grown used to Japan welcoming them as positive influences. The Japanese government has for years been trying to boost corporate returns and the stock market, in a bid to increase equity investing by its declining, but cash-rich, population. Takeover guidelines designed to promote industry consolidation, an exchange pushing for companies to listen to shareholders and a public embrace of private equity and activists have all contributed to Japan’s stock market surge, analysts say. The Nikkei 225 index has jumped by about a third this year. Activist and private equity deals have proliferated, turning Japan into the second-biggest global market for buyouts behind the United States. Firms including Oasis Management, Dalton, and Elliott Management have made significant inroads into the country and are often instrumental in starting sales processes that are won by buyout groups. The total number of public activist deals is expected to exceed 200 for the first time this year. Kazuya Nakagawa of Nomura Securities estimated that activists this year will invest in 27 companies with market values of at least ¥1 trillion ($6.2 billion), and 12 companies worth more than ¥4 trillion. Companies in Japan are also facing a record number of activist proposals this annual meeting season, while investors expect activity to only increase. Elliott Management’s victory over Toyota Motor (TYO: 7203) earlier this year — forcing it to pay more to take its largest subsidiary private — showed the firm it could successfully deploy more capital in Japan and use more public and forceful methods, say people familiar with its thinking. A rising number of companies have been lobbying the government to bolster their ability to defend against unwanted attention and unsolicited takeovers, say multiple people familiar with the matter. Smaller companies that are being bounced into sales processes by activists are in particular pushing back. “From the companies’ perspective, there are also situations that feel excessive and highly stressful. Those concerns are reaching politicians as well,” said one lawyer advising major Japanese companies. In policy recommendations published in December, Keidanren said some members were concerned about the distribution of profits being “excessively skewed” towards shareholders and insufficient investment in employees and the business. “Behind these challenges are activist investors seeking to secure short-term profits,” the trade body said, as well as passive investors. “These market participants do not necessarily function in a way that contributes to the improvement of medium- to long-term value through constructive dialogue with companies.” The hope of investors — and the quiet guidance from government officials — is that the reforms will be watered down by Sanae Takaichi’s government in the coming weeks. Benes hopes that reform would still proceed smoothly: “Activism and shareholder voices are not going to go away tomorrow.”

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6/29/2026

UK Takes Center Stage in European Activist Investor Campaigns

The Times (London) (06/29/26) Bend, Charlotte

Britain has accounted for a larger share of activist investor campaigns this year in Europe, where pressure on boards is increasingly being applied privately rather than through public campaigns. A total of 78 campaigns by activist shareholders were started in the first five months of the year, an increase of 11% on the same period last year, a report by Alvarez & Marsal (A&M) found. Britain remained the main focus, accounting for 42% of all campaigns started in Europe, up from 30% a year earlier. Corporations engaged included Workspace (LON: WKP), Intertek (LON: ITRK), and CVS (LON: CVSG). The analysis by the professional services company of 1,589 European listed companies with a market capitalization of at least €500 million also found that 413 had recognized activist investors on the register but had not faced a public campaign. Those companies delivered shareholder returns 7.3% higher than peers and generated stronger returns on invested capital, the report found. So-called “quiet” activism may take the form of friendly approaches to gently influence or a more direct approach to push for change which can pressure boards and executive teams through persistence. André Medeiros, a managing director and co-head of consumer and retail at A&M, noted that despite the effect of quiet activism appearing clear, it “remains to be seen whether these impacts subsist in the longer term.” Public campaigns remained an important part of the activist toolkit, particularly where investors believed boards were unwilling to engage. A&M first observed how activist investors were increasingly seeking to avoid the limelight of public campaigns in their report in June 2024. The data showed that Europe accounted for 11% of all activist campaigns globally in the first five months of 2024, 12% in the same period last year, and 15% this year. A&M anticipated this trend would continue. Paul Kinrade, a senior adviser at A&M, said: “The most notable change this year has been what activists are asking for. Governance challenges remain important, but we are seeing a renewed focus on portfolio composition and broader mergers and acquisitions, both for and against. “Investors are increasingly asking whether every business unit or portfolio asset justifies the capital committed to it and whether management teams are taking the actions needed to unlock value and maximize returns.”

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6/26/2026

Proposals From Activist Investors at Japan Companies Reach Record Levels Amid New Focus on Firms’ Corporate Governance

Japan News (06/26/26) Enokida, Shota; Ichikawa, Daisuke

As many listed companies prepare to hold their annual general shareholder meetings this month, the number of proposals from activist investors is expected to reach a record high for the second consecutive year. Many of the proposals being made this year are related to corporate governance rather than measures to increase returns to shareholders. In particular, proposals on appointing or removing directors, or increasing the number of outside directors, are on the rise. About 2,100 companies that are listed on the Tokyo Stock Exchange (TSE) with fiscal years ending in March are scheduled to hold their general meetings this month. About 30% of them, or at least 650 firms, will have their meetings on June 26. According to Sumitomo Mitsui Trust Bank, activist shareholders as of June 8 had submitted a total of 150 proposals across 55 companies for June meetings, setting new record highs in both the number of the proposals and firms involved. With regards to corporate governance, proposals to appoint or dismiss directors totaled 24, up 11 from the previous year. At major publishing company Kadokawa Corp. (TYO: 9468), which held its general shareholders meeting on Wednesday, Hong-Kong-based investment fund Oasis Management Co. has proposed the dismissal of Kadokawa’s President Takeshi Natsuno from the firm’s board of directors. Oasis, which holds 14% of Kadokawa’s shares, argues that Natsuno should be held accountable for the deterioration in business performance and lack of business execution capability. Oasis also say that he should be held responsible for the failure of the company to utilize the maximum value of Kadokawa’s intellectual property. Two proxy advisory firms, which hold significant influence with investors, have expressed their support for the proposal. At Wacom Co.(TYO: 6727), a leading manufacturer of pen-based tablets, British investment fund Asset Value Investors Ltd. (AVI) has proposed the dismissal of directors at Wacom, including President Nobutaka Ide. Kaz Sakai, AVI’s portfolio manager for Japanese equity investments, cited an unnecessary acquisition by Wacom of a company led by former outside director. “Extremely serious governance issues are involved there,” said Sakai. Meanwhile, U.S.-based Dalton Investments, Inc. proposed the appointment of its related persons to the board directors of Yakult Honsha Co. (TYO: 2267) and Nitta Corp. (TYO: 5186), a major manufacturer of industrial materials. In 2023, the TSE urged listed companies to adopt management practices that focus on increasing stock prices and improving capital efficiency. To help the latter, firms moved to eliminate cross-shareholdings. Activist shareholders are now placing a greater emphasis on the growth of companies in their investment portfolios, and are further increasing their scrutiny on management. “Activist shareholders are shifting their attention toward the growth potential and profitability of businesses they invest in, as improvements in corporate capital efficiency have been observed,” said Takuya Shiratori of Sumitomo Mitsui Trust Bank’s governance consulting division. There is also a focus on the reappointment of chair of the board of major auto manufacturers, including Honda Motor Co. (TYO: 7267) and Nissan Motor Co. (TYO: 7201), at their annual general shareholders’ meetings. Honda posted a massive loss following a strategic shift that included halting the development of some electric vehicles, while Nissan is currently restructuring its management. The proposals raised opinions that management’s leadership could weaken depending on the percentage of votes in favor of the proposals, potentially leading to reforms including a change of management.

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