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Insights
Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.
Case study
4
min read
Egan-Jones Stands Alone for Good Governance
The case for replacing Octagon is weak, while higher XAI fees and board ties raise concerns for XFLT shareholders.
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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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