Latest News

Passive Investing Meets Active Investor Relations

What is the role of investor relations and shareholder engagement—from the IRO to the CEO—in an age of passive investing strategies?…


What CEOs Get Wrong About Activist Investors

We were shareholder activists once. For two years,we conducted an activist campaign at Tejon Ranch, the largest private landowner in California and a publicly traded company. We earned a 13% return not bad by industry standards but we failed to change the …

The Wall Street Journal

After Years of Talk, MiFID II Is Live. Here’s How It’s Already Changing the Research Business.

About a decade ago, when Ryan Shea worked as the head of research at a sovereign wealth fund, buy-side representatives regularly flocked to meetings with a particular strategist at a big bank…