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Insights
Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.
Market commentary
5
min read
The Iran War; Reopening the Strait of Hormuz
Hormuz tensions threaten oil flows, boosting prices, reshaping geopolitics, and hitting transport sectors while aiding energy/defense.
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Case study
7
min read
Underperformance at Under Armour: A Case for Director Accountability
Shareholders should hold Under Armour’s long-standing directors accountable for years of underperformance—vote AGAINST six incumbents.
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Market commentary
5
min read
What the Market is Missing
Rising yields fuel concern, but history and policy suggest U.S. Treasuries remain secure, with Fed and fiscal moves ensuring timely payment.
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Market commentary
7
min read
Massive Changing Assumptions
Geopolitical shifts show nuclear deterrence weakening, Russia vulnerable, and China eyeing opportunities—reshaping global risk.
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Market commentary
6
min read
Fact or Fantasy; Deciphering the New Economic Landscape
AI-driven productivity gains may justify lofty valuations, but risks of uneven growth and tech hype cycles suggest caution in today’s market outlook.
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Case study
7
min read
Family Feud at Lifeway Foods
Egan-Jones recommends that shareholders vote AGAINST all proposals in the Lifeway Foods consent solicitation.
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Market commentary
5
min read
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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Market commentary
4
min read
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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Market commentary
5
min read
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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