The Activist Investing Resource Blog is a central repository for published works concerning shareholder activism

The purpose of the Resource Center is to provide valuable insight for anyone interested in financial-oriented activist investing strategies.

This site contains several presentations given by leading experts at various conferences on shareholder activism.

We also have a bookstore along with several scholarly works and published papers - which we have categorized for your convenience.


General Commentary

Corporate Defense Strategies

Acquisition Strategies

Corporate Governance

Hedge Fund Activists & Proxy Fights

Tracking Hedge Fund Activism

Please send us any articles or presentations you think will be a good fit for this site.

David Schatz

Acquisition Strategies

SPACs as an Asset Class
March 2009
Stefan Lewellen, Yale School of Management
The Paper is Available Here

Why SPAC Investors Should Listen to the Market
February 2009
Tim Jenkinson, University of Oxford
Miguel Sousa, University of Oxford
The Paper is Available Here

The Truth About Reverse Mergers
June 2008
William Sjostrom Jr., University of Arizona
The Paper is Available Here

Corporate Restructuring: Breakups and LBOs
May 2009
Karin Thorburn, Norwegian School of Economics and Business Administration
B. Espen Eckbo, Dartmouth College (Tuck)
The Paper is Available Here

White Knights and the Corporate Governance of Hostile Takeovers
February 2008
Riccardo Calcagno, VU University Amsterdam
Sonia Falconieri, Cass Business School
The Paper is Available Here

White Knights and Black Knights - Does the Search for Competitive Bids Always Benefit the Shareholders of 'Target' Companies?
March 2008
Federico Mucciarelli, University of Modena and Reggio Emilia
The Paper is Available Here

Takeovers: Folklore and Science
August 2006
Michael Jensen, Harvard Business School
The Paper is Available Here

Takeover Bids Vs. Proxy Fights in Contests for Corporate Control
Lucian Bebchuk, Harvard University
Oliver Hart, Harvard University
The Paper is Available Here

Hedge Fund Investor Activism & Takeovers
Harvard Business School, July 2007
Robin Greenwood & Michael Schor
The Paper is Available Here

If you enjoyed these papers, you may be interested in...

Merger Arbitrage: How to Profit from Event-Driven Arbitrage (Wiley Finance)     Extreme Value Hedging: How Activist Hedge Fund Managers Are Taking on the World