Insights

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

The Pot Calling the Kettle Black

Enron’s collapse exposed the cost of conflicted advice. Independence in auditing—and proxy guidance—still matters.
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Case study
6
 min read

Split the Baby!

Egan-Jones recommends voting FOR all six of Ortelius’s nominees at Brookdale (BKD), rejecting a split slate in favor of strategic change.
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Case study
5
 min read

Dynavax: Your New Empire?

Dynavax faces a pivotal choice: return profits to shareholders or invest in new products—an empire in the making or a focus on proven success?
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Do shareholders have a say on say-on-pay?

As featured in the HLS Forum on Corporate Governance: Say-on-pay proposals have become a hot-button-issue for proxy advisors.
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Case study
8
 min read

Careening Out of Control: Harley-Davidson Loses Support of Egan-Jones

Over the past five years, Harley-Davidson (NYSE:HOG) has yielded -11% returns for investors.
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Barbarians at the gate! The fallacy of “best practices”

Not all top-performing firms follow governance “best practices.” It’s time investors rethink rigid rules in favor of what truly drives shareholder wealth.
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Market commentary
10
 min read

Stock Buybacks: Show me the money!

Stock buybacks have recently garnered attention in politics and corporate governance.
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