Style of Picks

Value strategy

Activist Coattailing (13D)

When an activist investor discloses a meaningful stake and a public agenda for change, buying alongside them lets you free-ride their research and their pressure campaign.

1–3 years per campaignAdvanced

Event-driven / shareholder-activism investing — practitioners like Carl Icahn, Elliott Management, and Third Point; academic grounding from Brav, Jiang, Partnoy & Thomas's study of hedge fund activism