activist investing

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 4, 2017 by Jim Dunn · across every show →

Everything said about activist investing, oldest first

Sep 4, 2017 neutral
Assertion Not checkable as stated
Dunn: Bridgewater provides eight return factors while PE and activists deliver one
“Bridgewater has about eight factors that drive their return. And you know what they are, their country, their currency, their momentum, duration, spread. And they can tell you, they have the sheet. And when we run our returns-based analysis, we get very close …”
Jim Dunn Sep 4, 2017 ▶ 33:24 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Jul 2, 2020 bullish
Prediction Not checkable as stated
ESG will become a primary driver of activist investing profits
“We think that it will become increasingly one of the more important tools in the activist toolkit, and it will be a source of profits and value to drive, again, sustainable businesses in the long run.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 13:06 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Sep 29, 2025 negative
Insight
Hale: Activist funds fail when they act as campaigners instead of investors
“Part of the reason that activist investing has had its cycles and not every activist investor has survived those cycles because a lot of practitioners of the industry have been excellent campaigners, great users of the media, but not necessarily great investor…”
Rob Hale Sep 29, 2025 ▶ 21:28 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
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