Being a Screamer Doesn’t Make you an Activist Investing With Management That Gets It

Trendiness of Activism

There’s a certain trendiness to activism, driven by the fact that the opportunities for activism aren’t always there. In the 1980s you heard a lot about it, but then as valuations changed in the 1990s you didn’t hear much about it at all. Now it’s popular again, but we’ve always considered a willingness to be active as just another weapon in our arsenal.