In today’s briefing:
- Activist Investors with Increased AUM Will Also Likely Target Larger Companies for Investment

Activist Investors with Increased AUM Will Also Likely Target Larger Companies for Investment
- Engagement begins only when there is a common understanding that “the management goal is to increase corporate value and shareholder interest.
- Because of differences in the level of understanding among listed companies, not all companies are able to smoothly discuss solutions to management issues based on the same common understanding.
- While ROA improved moderately, ROE improved slightly, indicating that more and more companies are committed to shareholder returns.