Insights

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

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.
Read post

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.
Read post
Market commentary
10
 min read

Stock Buybacks: Show me the money!

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

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.
Read post

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”
Read post
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 decisive strategic change.
Read post

The Pot Calling the Kettle Black

Enron’s collapse exposed the cost of conflicted advice. Independence in auditing—and proxy guidance—still matters.
Read post

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.
Read post

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.
Read post

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.
Read post

The New Class Action Terror?

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

Massive Changing Assumptions

Geopolitical shifts show nuclear deterrence weakening, Russia vulnerable, and China eyeing opportunities—reshaping global risk.
Read post
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.
Read post

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.
Read post

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.
Read post
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?
Read post
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.
Read post
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.
Read post