Insights

Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.

Missing the Mark: Proxy Advisors Misunderstand Investors

Egan-Jones backed Musk’s pay plan unlike peers, reflecting investor support. Proxy choice matters when others miss investor sentiment.
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Case study
7
 min read

Cash is King: The Vicious Cycle at Cracker Barrel

Egan-Jones recommends withholding votes from Cracker Barrel directors and CEO Masino due to ongoing decline and poor results.
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Cracks in the Foundation; A Few Trends to Watch

Credit tides are shifting fast; Autos collapsing, retail reinventing, crypto rising, and workers left behind. Adapt or be swept away.
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Market commentary
10
 min read

Private Debt Growing Pains and Needed Reforms

Private debt is reshaping finance; filling banks’ void, fueling growth, and exposing risks that could redefine the future of credit markets.
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Lessons Learned/ Lessons Forgotten

Explores shifting global power as America’s dominance fades, highlighting economic, military, and geopolitical “Ch-Ch-Changes.”
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Data Centers/ More Support Than Meets the Eye

AI-driven data centers surge as top firms race for speed, power, and reliability—balancing innovation with energy and infrastructure challenges.
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Market commentary
10
 min read

Proxy Voting via the Wealth-Focused Policy

Performance over process: Egan-Jones’ Wealth-Focused Policy centers returns and real accountability.
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Red Herring: Shareholder Proposals and Director Elections

As featured in the HLS Forum on Corporate Governance: Shareholder proposals like ESG get attention, but director elections have more impact.
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Case study
8
 min read

Tesla Performance Award Recommendations

Under its Wealth-Focused Policy, Egan-Jones recommends shareholders vote FOR the Performance Award while under its remaining "off-the-shelf" policies, Egan-Jones recommends a vote AGAINST.
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Case study
5
 min read

Tricolor and First Brands Early Indicators

Early signs of distress at Tricolor and First Brands show how leverage, weak assets, and poor integration can foreshadow major credit losses.
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Be Careful What You Ask For (you might get it and regret it)

The major theme over the past couple of years has been what Niall Ferguson has labeled “The New Cold War”
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Faulty Assumptions; It’s Just Business

Ukraine’s resilience reveals a new kind of warfare—where agility and innovation beat scale. The same may apply to markets, business, and global power shifts.
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Breaking Bad; Accidents Waiting to Happen

From railroads to AI, promising innovations can end badly. We explore early warning signs in tech, autos, and sovereign debt markets.
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Egan-Jones’ Wealth-Focused Policy is the most popular third-party option on Vanguard Investor Choice

In its first year, Egan-Jones’ Wealth-Focused Policy became the top third-party choice on Vanguard’s Investor Choice platform.
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Avoiding the Killing Fields; New Challenges in Asset Management

Asset managers face a no-win ESG dilemma. Rethinking client segmentation and outsourcing proxy voting may help retain mandates.
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Attack of the Clones: why "benchmark" proxy voting doesn't work

Given the high volume of seasonal work facing proxy advisors, it may be tempting to base research of some policies off of a “benchmark”
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Case study
7
 min read

Delaware Exit: A Case Study of Dillard’s

Dillard’s Texas reincorporation shows that even with shareholder-unfriendly governance, strong returns can outweigh “best practice” concerns.
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The New Class Action Terror?

Class action “killing fields” ahead? Pfizer & Moderna face mounting lawsuits over COVID vaccine risks—investors should take notice.
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