Shareholder activism has been widely studied and is often associated with value creation, as activist investors push for changes in strategy, governance, or capital...
Emerging market equities outperformed developed markets in 2025 for the first time in several years, prompting investors to reassess the strategic role of the...
After years of running energy-focused market-neutral strategies, portfolio managers Vidar Kalvoy and Joel Etzler pivoted to a long-biased long/short approach in early 2023 with...
