3/24/2026

Liontrust Calls Out GAM Alternatives Managers for 'Not Seeking Any Dialogue' With Board

Investment Week (03/24/26) Angeloni, Cristian

The board of Liontrust Asset Management (LON: LIO) has hit back at investors and GAM Alternatives portfolio managers Albert Saporta and Randel Freeman after the duo called for a strategic review and sale of the firm. Liontrust told Investment Week that the two managers "had not sought any dialogue with Liontrust prior to their open letter" and that the asset manager would have welcomed such a discussion and would have sought to "engage constructively" with them. In an open letter on Monday (March 23) the two managers, who co-run the GAM Global Opportunities and GAM Global Special Situations funds representing 3.6% of Liontrust, highlighted that Liontrust's share price dropped by 60% in less than three years and by 85% since its 2021 peak, while assets under management have almost halved over the same period, from £42.3 billion to £22 billion. The manager duo also called out Liontrust CEO John Ions's compensation, which has totaled £40 million since taking on the top job in 2010, as they claimed it was "unheard of in the UK." Liontrust's acquisitions were also criticized for being "value destruction on a grand scale." "We wonder how it is possible for an executive team to be in place for such a long time on such a compensation scheme given such appalling circumstances," Saporta and Freeman added. Liontrust mentioned a "challenging environment for active asset managers," but defended its proposed £10 million acquisition of River Global, aimed at diversifying its product range and expected to be "materially EPS accretive" from 2028. The board added: "We have been successful in expanding our client base globally and have secured new institutional mandates in recent months, demonstrating the progress we have made against our strategic objectives." Liontrust had tried to acquire GAM in the summer of 2023 but, after a six-month spat with GAM investor group NewGAMe and Bruellan, the deal fell through.

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3/24/2026

Aspex Calls for Delivery Hero CEO's Removal in Escalation of Campaign

Reuters (03/24/26) Huebner, Alexander; Ersen, Hakan

Aspex, a major Delivery Hero (DHER.DE) shareholder, on Tuesday urged the online takeaway group's supervisory board to oust the CEO and his top management team, escalating the investor's push for a strategic overhaul. "Wholesale changes in the management team will be required to address issues faced by the company," Aspex Management said in a letter to Delivery Hero Chair Kristin Skogen Lund and other members of the non-executive supervisory board, seen by Reuters. "Fellow shareholders share our view that (CEO) Niklas Oestberg's strategy is flawed, and that Delivery Hero’s operational underperformance against peers is accelerating," it said, adding that the company had suffered from compliance and control failures. Delivery Hero acknowledged the letter from Aspex. "We are progressing with the strategic review and it remains an ongoing core focus of both the Management and Supervisory Board," it said in a statement. The direct call for Oestberg's removal marks an escalation after Aspex wrote to him earlier this month, warning his job could be at risk without faster progress in the review. On Tuesday, Delivery Hero agreed to sell its Foodpanda delivery business in Taiwan to ride-hailing and delivery firm Grab (GRAB.O) for $600 million in cash, which Oestberg called "a key first step" in the review. Aspex said the deal terms showed the business's value had been "significantly eroded." "This stresses the urgency by which further assets must be divested in competitive sales processes to prevent further destruction of shareholder value," it added.

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3/23/2026

Victory Capital Fires Back at Peltz's Trian as Janus Bidding War Drags On

Reuters (03/23/26) Basil, Arasu Kannagi

Victory Capital (VCTR.O) on Monday fired back at Nelson Peltz's Trian over the criticism of its latest $8.6 billion proposal for asset manager Janus Henderson (JHG.N), saying the investor was making "efforts to blanket market with misinformation." San Antonio, Texas-based Victory said recent reports regarding the purported views of Janus' employees and clients on its proposal were an attempt to "manufacture uncertainty" in the market around its ability to close the proposed transaction. Trian, Janus' largest shareholder with a 20.7% stake, had on Friday raised concerns about Victory's sweetened offer, which rivals its own take-private deal with Janus. The high-stakes battle for the $493 billion asset manager has intensified in recent weeks, after Victory in late February went public with its $8.6 billion cash-and-stock offer for Janus. Despite being spurned multiple times by the Janus board since November, Victory has maintained its dogged pursuit for the asset manager. The firm last week sweetened its $8.6 billion bid with more cash. Janus declined to comment. Trian and General Catalyst did not immediately respond to Reuters' requests for comment. The Wall Street Journal reported last week that clients, including senior officials at wealth-management arms of Morgan Stanley (MS.N) and Citigroup (C.N) had expressed discomfort to Janus executives about Victory's plans and potential cost cuts. Addressing the media reports, Victory said it "has been told that those statements in the press do not reflect the corporate positions of these institutions." The firm said the wealth-management units of Morgan Stanley and Citigroup are clients of both Victory and Janus and are familiar with its products. "Victory Capital believes these are manufactured attempts by those who stand to benefit from the transaction to create uncertainty and doubt about Victory Capital's superior proposal," it said.

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3/23/2026

GAM Investors Call for Liontrust Sale

Financial Planning Today (UK) (03/23/26)

Two GAM investors have today called for Liontrust Asset Management (LON: LIO) to sell the business to the highest bidder after claiming the firm is “significantly undervalued.” The call comes three years after Liontrust’s bid to take over GAM was rejected by shareholders. Albert Saporta and Randel Freeman, portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund, have published an open letter to John Ions, CEO of Liontrust, calling for an immediate strategic review. The two funds hold around 3.6% of Liontrust’s share capital. The letter argues that Liontrust is significantly undervalued, with its share price having declined around 85% from its September 2021 peak. Assets under management have fallen from £42.3 billion to around £22 billion over the same period, valuing the company at only 0.68% of AUM. The managers suggest that the current leadership “has failed to articulate a credible strategy for reversing this decline and that shareholders would be better served by a sale process given the rapid pace of consolidation across the UK asset management sector.” The letter to Ions says he has “tried several things during your exceedingly long tenure at Liontrust to prop-up the share price, and none of it seems to be working.” It congratulates him, “on your recent very small deal to acquire River Global’s asset management business at an attractive valuation … However, this deal, your first in five years, like several of the other initiatives you have been trying, smacks of 'way too little too late.'” The letter accuses Ions of having, “lost credibility in the eyes of your shareholders in your ability to turnaround the firm.” Saporta and Freeman, have led other campaigns including challenging the terms of a proposed tender offer for Yutaka Giken, and an open letter to SBI Holdings calling for enhanced transparency and shareholder value maximization.

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3/23/2026

Tripadvisor Adds Four Directors in Deal With Starboard Value

Investing.com (03/23/26)

Tripadvisor, Inc. (NASDAQ: TRIP) announced today that it has entered into a cooperation agreement with Starboard Value LP under which four new directors will join the company’s board. According to a press release statement, Dhiren Fonseca and Andrew F. Cates have been appointed to the board effective immediately. Starboard will recommend two additional directors for election at Tripadvisor’s 2026 Annual Meeting of Stockholders. The board will expand from eight to ten directors with the appointments of Fonseca and Cates, and will remain at ten directors following the annual meeting. Under the cooperation agreement, Starboard will not nominate a slate of director candidates and will vote all its shares in favor of each of Tripadvisor’s board nominees at the 2026 Annual Meeting. Starboard has also agreed to customary standstill, voting and other provisions. Fonseca, 61, currently serves as Executive Chairman of Rent the Runway, Inc. (NASDAQ: RENT) since October 2025. He previously held various roles at Expedia Group, Inc. (NASDAQ: EXPE), including Chief Commercial Officer from 2012 to 2014. Cates, 55, has served as Managing Member of Value Acquisition Fund LLC since founding the company in 2005. He also serves as Chief Executive Officer and General Partner of RVC Outdoor Destinations, which he founded in 2007. Greg Maffei, Chairman of Tripadvisor, said the company is pleased to welcome the new directors to the board. Jeff Smith, Managing Member and Chief Executive Officer of Starboard, said the firm invested in Tripadvisor based on its view of the company as a global leader in online travel. A full copy of the cooperation agreement will be filed with the U.S. Securities and Exchange Commission in a Current Report on Form 8-K.

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3/22/2026

Activists Target Japan’s Shipping Stocks on Rising Vessel Prices

Bloomberg (03/22/26) Tsutsumi, Kentaro; Du, Lisa

Investors are piling into Japanese shipping stocks as limited shipbuilding capacity and elevated freight rates boost the value of their fleets. Elliott Investment Management LP said earlier this month that it has taken a “significant” stake in Mitsui OSK Lines Ltd. (TYO: 9104), adding that “the market materially undervalues the business.” This follows a similar move by investment firm Fuel, which built a stake of about 5% in Tamai Steamship Co (TYO: 9127). Vessel prices, which have been trending upward globally, driven by robust demand, inflation and limited shipbuilding capacity have also been lifting unrealized gains of shipping fleets. The war in the Middle East has also lifted freight rates. Large tankers with an age of 15 years are now valued at around $78 million — up 39% this year and are at the highest level since records began in 2013. Elliott believes Mitsui OSK should sell off its property assets or seek a relisting for its real estate subsidiary, Daibiru, in order to improve its valuation, according to people familiar with the fund’s thinking. Additionally, Elliott is also focused on the potential gains to the company’s capital efficiency from selling and leasing back some of its fleet, the people added. The U.S. fund believes the market value of the vessels Mitsui OSK owns are worth more than double their book value of 1.3 trillion yen, the people said. Good quality, Japanese-built used vessels command high prices, and transport disruptions due to the Iran war have further boosted valuations of large tankers, said Veson Nautical Corp. analyst Rebecca Galanopoulos. Bulk carriers are also valued at a record $34 million on average, according to data compiled by the U.S. shipping solution firm. “Dry bulk carrier prices are at historically high levels, and the company should consider realizing paper gains through measures such as leasebacks,” said Yushun Ozawa, CEO of investment firm Fuel, referring to Tamai Steamship. Ozawa added that even excluding unrealized gains on vessels, the company’s equity ratio is excessively high. Activists have long maintained that Japanese equities are undervalued, taking into account assets such as real estate, cross-share holdings and cash. Investors are now starting to focus on shipping assets. Hibiki Path Advisors, which has raised its stake in Tamai Steamship to around 9%, said in a letter that the firm’s after-tax unrealized gains on vessels totaled an estimated ¥3.7 billion as of last September, implying the stock is deeply undervalued. Zennor Asset Management reported a 5.05% stake in NS United Kaiun Kaisha Ltd. (TYO: 9110), according to a filing to Japan’s Finance Ministry. Other activists that have recently invested in shippers include Hong Kong-based LIM Advisors Ltd., which disclosed more than a 5% stake in Inui Global Logistics Co. (TYO: 9308) last month. U.S.-based Miri Capital Management LLC also holds over 8% of the company’s shares. The extent to which paper profits can be realized at a large scale is uncertain. Unlike securities or real estate, vessels are core operating assets for shipping companies. And yet investors remain attracted to the sector as shippers often sell or replace aging vessels. And despite the rally in shipping stocks, they believe the elevated ship valuations, are not being accurately reflected in the share prices. Earlier this month, Iino Kaiun Kaisha Ltd. (TYO: 9119) said it expects to book a ¥6.9 billion gain from the sale of a large crude tanker in the next fiscal year—equivalent to nearly half of its projected net income for the current year. The company cited more effective use of management resources and improvement of capital efficiency as reasons for the deal. “For companies with extremely low capital efficiency, unrealized gains on vessels can serve as a point of entry for activist investors,” said Daisuke Uchiyama, senior strategist at Okasan Securities Co., adding that the highly fragmented industry is ripe for consolidation.

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3/22/2026

Elliott Builds Big Stake in Chip-Design Software Maker Synopsys

Wall Street Journal (03/22/26) Thomas, Lauren

Elliott Investment Management has a multibillion-dollar investment in Synopsys (NASDAQ: SNPS), the big chip-design software maker, according to people familiar with the matter. Elliott plans to engage with Synopsys to push the business to make more money from its software and services, the people said. Synopsys, based in California, has a market value of over $80 billion. The company’s software and services are used to design electronic components for modern chips and help semiconductor, technology and artificial-intelligence companies ensure their hardware will work as intended. “Synopsys is essential to the global chip industry,” Elliott Managing Partner Jesse Cohn told The Wall Street Journal. “As AI drives a step change in chip complexity and capital investment, Synopsys is uniquely positioned to benefit from this growth.” Cohn said Elliott believes there is a “clear opportunity for Synopsys’ financial performance to more fully reflect the value it delivers.” Cohn said the firm looks forward to engaging with the company, “to help align operational execution, profitability and monetization with its potential and importance to the semiconductor ecosystem.” Nvidia (NASDAQ: NVDA), a Synopsys customer, late last year said it bought $2 billion of the company’s stock. Nvidia Chief Executive Officer Jensen Huang said at an industry event earlier this month that the current AI boom should give Synopsys a boost. “The number of Synopsys’ tool users [is] gonna go through the roof,” he said. Commenting on Elliott’s stake, Synopys said that it regularly engages with its shareholders and values their input. It said that following its $35 billion deal in 2024 to acquire Ansys, “our opportunity and our product road map have never been stronger.” A global semiconductor arms race is under way as major technology companies pour resources into designing AI chips. Global chip sales hit a record $792 billion last year and are expected to surpass $1 trillion in 2026, according to data from the Semiconductor Industry Association. Synopsys’s deal for Ansys was intended to help it target more industries and address the rising complexity in chipmaking. Big semiconductor companies such as Micron Technology (NASDAQ: MU) and Arm (NASDAQ: ARM) have been able to capture more value and raise prices thanks to the uptick in activity. The momentum has been reflected in their rising stock prices. But Synopsys has recently lagged behind both the broader semiconductor index and Cadence Design Systems (NASDAQ: CDNS), its closest rival. Synopsys’s shares are down more than 6% over the past 12 months, while the semiconductor index is up around 71%, and Cadence’s stock is up about 8% over the same period. Elliott sees room for Synopsys to boost sales and improve margins to be more in line with those of Cadence, the people familiar with the matter said. Citigroup (NYSE: C) research analysts who met with Synopsys’s management team said in a note to clients this month that the company acknowledged its industry historically has been “under-monetized” despite its software being so crucial. Elliott, which manages around $80 billion in assets, previously took positions in the two big semiconductor companies Western Digital (NASDAQ: WDC) and Sandisk (NASDAQ: SNDK), the two top-performing stocks in the S&P 500 index last year.

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