3/19/2026

ISS and Glass Lewis Recommend Shareholders Vote for Palliser Proposals at LG Chem’s AGM

Yahoo! Finance (03/19/26)

Palliser Capital welcomes the endorsements of independent proxy advisory firms Institutional Shareholder Services (ISS) and Glass, Lewis & Co. (Glass Lewis) in favor of its proposals for the upcoming Ordinary General Meeting of Shareholders of LG Chem, Ltd. (KRX: 051910) on March 31, 2026. Palliser has engaged in continuous dialogue with LG CHEM on the root causes of its KRW 60 trillion (U.S.$41 billion) value gap; however, we believe that decision-making continues to be misaligned with the interests of minority shareholders. Palliser has put forth two amendments to LG Chem’s Articles of Incorporation (Articles) to establish mechanisms to amplify the minority shareholder voice in the boardroom: allowing advisory proposals, including three advisory sub-resolutions relating to core value-up principles; and (#2.8) appointing a Lead Independent Director. ISS recommended shareholders vote for both Articles amendments, as well as all three advisory proposals, including the proposal requiring LG Chem to disclose Discount to NAV as a key financial metric. Glass Lewis endorsed the Articles amendment allowing for advisory proposals, as well as two of the advisory sub-resolutions. With support from both leading independent proxy advisors and favorable votes already disclosed by several long-term institutional holders, Palliser encourages minority shareholders to vote FOR a stronger voice. James Smith, Founder and Chief Investment Officer of Palliser, said, "We are encouraged that both ISS and Glass Lewis have recognized LG Chem’s significant potential, and the urgent need to address governance shortcomings. It is clear the company has an opportunity to strengthen shareholder protections while leading efforts to eliminate the ‘Korea Discount.’"

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3/18/2026

Lululemon Founder Wilson Backs Director Exit, Presses for Board Overhaul

Reuters (03/18/26) Venugopal, Aishwarya; Mishra, Savyata

Lululemon (LULU.O) founder Chip Wilson, who is in a proxy battle with the company, said on Wednesday lead director David Mussafer's decision to exit the board was "a step in the right direction," but reiterated the need for a "substantial" board refresh. The athleisure wear maker, which is still awaiting a permanent CEO, on Tuesday appointed Levi's (NYSE: LEVI) veteran Chip Bergh to its board and said he would stand for election at Lululemon's shareholder meeting in lieu of Mussafer, who is not standing for re-election at the conclusion of his current three-year term. Wilson had previously questioned Mussafer's re-election, citing a conflict of interest as he oversees ?the process to interview board nominees. "I want to be clear that while yesterday's announcement is a step in the right direction, glaring governance deficiencies remain," Wilson said in a statement, adding that Bergh's appointment was "underwhelming," as the board has said previously that other highly qualified candidates declined to join amid the proxy fight. Bergh helmed Levi Strauss for more than 12 years, overseeing its turnaround and its return to public markets in 2019. On Tuesday, Lululemon said his appointment reflects the board's "commitment to ongoing refreshment." Bergh joins Lululemon's 10?member board, which is set to shrink to nine after Mussafer said he would not seek re?election. Wilson is one of the biggest independent shareholders of Lululemon with a 4.27% stake and had last year ?nominated three independent directors — Marc Maurer, Laura Gentile and Eric Hirshberg — to the board and has pushed for several changes at the struggling apparel company. "Significant change is still needed at the board level before a new CEO can be selected," Wilson added. Lululemon did not respond to a request for comment following Wilson's statement. Shares of Lululemon were up about 2% on Wednesday, reversing premarket losses. Its shares have ?lost nearly two-thirds of their value in the past two years as design missteps and a lack of brand freshness led to market share losses and ultimately to CEO Calvin McDonald's exit earlier this year. At least nine brokerages cut their price targets on ?the stock after the company forecast muted annual sales and profit on Tuesday. "Until a credible CEO is in place to reset strategy, organizational design, and accountability (especially in North America) investors are left underwriting hope," Jefferies (NYSE: JEF) analyst Randal Konik said. Elliott Management has also been pressuring the company by putting forth former Ralph Lauren (NYSE: RL) CFO Jane Nielsen as its CEO candidate. Elliott did not respond to a Reuters request for comment.

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3/18/2026

Big Banks’ Wealth Units Tell Janus Henderson to Reject Victory Deal

Wall Street Journal (03/18/26) Thomas, Lauren; Baer, Justin

Janus Henderson (JHG) clients and investment staff are urging the money manager to reject a takeover bid from Victory Capital Management in favor of a lower-priced deal from Nelson Peltz’s Trian Fund Management and General Catalyst. Clients, including senior officials at wealth-management units of Morgan Stanley (MS) and Citigroup (C), have expressed discomfort to Janus executives about Victory’s plans and potential cost cuts, people familiar with the matter said. The banks oversee vast investing platforms that make investment funds, like those managed by Janus, available to clients. Among their concerns, some of the clients told Janus that a deal with Victory could lead to an exodus of portfolio managers and other disruptions that might lead them to take their business elsewhere, some of those people said. What’s more, financial advisers and other intermediaries that manage individuals’ money might reconsider keeping Janus funds on their platforms if the Victory deal created uncertainty, some of the people said. Their misgivings matter because Janus has a key threshold requiring at least 75% of clients to consent to any deal. Janus said that client feedback had left it with “serious concerns” about getting the approval. Janus also said key investment professionals had threatened to quit. A group of Janus’s top portfolio managers, who together produce some 30% to 40% of the firm’s annual revenue, have also threatened to resign if the company were to sell to Victory, the people familiar with the matter added. Janus managed $493 billion in total assets at the end of the year. Victory said in a statement it hasn’t yet shared its perspectives about a combined company, including how it would look to keep clients and employees. “We believe that anything that has been represented to date to Janus Henderson clients and employees regarding Victory Capital’s intentions, culture, client servicing and operational plans does not reflect our vision and track record and may be an attempt to prevent real engagement,” the statement said. In December, Trian and General Catalyst announced an all-cash deal to acquire Janus for $49 per share, or about $7.4 billion. Victory then offered $30 a share in cash and 0.35 Victory share for each Janus share, which Janus concluded was inferior to the existing deal. On Tuesday, Victory submitted a revised $8.6 billion offer for Janus, offering $10 more per share in cash. Victory estimates a combined company could yield $500 million of annual “synergies,” which many interpret as cost cuts. Janus confirmed it received Victory’s newest offer and reiterated that shareholders should continue to support the Trian and General Catalyst deal for now. Victory has said it was surprised by Janus’s decision to favor Trian and General Catalyst. The San Antonio-based money manager believes it wasn’t given a fair chance to engage with Janus and views itself as a “seasoned acquirer” that has demonstrated it knows how to integrate big companies. Trian has said it is skeptical that Victory’s proposal is enough to address client and employee attrition which it believes would destabilize the firm. Janus itself is the culmination of a trans-Atlantic merger struck in late 2016. Chief Executive Officer Ali Dibadj, who took over in 2022, has managed for the most part to reverse a prolonged run of client redemptions.

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3/18/2026

Elliott Builds Stake in Invisalign-Maker Align Technology

Bloomberg (03/18/26) Davis, Michelle F.; Baker, Liana

Elliott Investment Management has built a significant stake in Align Technology Inc. (NASDAQ: ALGN), the maker of Invisalign teeth-straightening products, according to people familiar with the matter. The fund is planning to engage with Align to encourage it to explore ways to lift the company’s stock price, said the people, who asked not to be identified because the information is private. Elliott’s stake in Align makes it one of the dental device company’s largest investors, the people said. Align’s stock has lost most of its value since 2021, when shares peaked at $729.92 amid a boom in spending on cosmetic procedures like teeth straightening as consumers spent more time seeing themselves on videoconferencing platforms such as Zoom during the pandemic. Use of its products has decreased since then. Align closed Wednesday at $172.41, giving the company a market value of about $12.3 billion. Still, analysts at Barclays Plc (NYSE: BCS) see signs that “dental markets may be stabilizing” this year, according to a Feb. 4 report. This week, Barclays wrote in an investor note that shares of Align, which has a manufacturing facility in Israel, should regain some of the value lost since the war with Iran began. Barclays said it expects Align to trade at around 12 times its earnings before interest, taxes, depreciation and amortization, up from the current multiple of 10 times its estimated 2027 Ebitda. That compares with three- and five-year historical average multiples of 17 and 21, respectively. Align, founded in 1997 and based in Tempe, Arizona, makes clear aligners that are used to straighten teeth in the place of traditional metal braces. Its products have been used by more than 22 million people, according to its website. Elliott has previously invested in health-care companies including Charles River Laboratories International Inc. (NYSE: CRL), which announced a cooperation agreement with the investor and plans to refresh its board last year. It also invested in Catalent Inc., which sold to Novo Holdings A/S. Elliott exited its stake in Cardinal Health Inc. (NYSE: CAH) near the end of 2024 after securing a board seat in 2022. Last year, Medtronic Plc (NYSE: MDT) added two independent directors after engaging with Elliott. Private equity firms have also been active in the broader medical device and dental sectors with Patient Square Capital last year closing a deal for Patterson Cos. and GTCR closing a purchase of Dentalcorp Holdings Ltd. this year, among others.

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3/18/2026

Unilever Shares Fall on Investor Concerns About Food Business Spin-off

Reuters (03/18/26) Naidu, Richa

Unilever (ULVR.L) shares fell 3.5% on Wednesday with investors concerned that the maker of Hellmann's sauces would get "distracted" by the potential spin-off of its food business, questioning the benefits so soon after its protracted ice cream unit split. Bloomberg News reported on Tuesday that Unilever is in the early stages of weighing a separation of its food assets, citing people familiar with the matter. The news comes just months after Unilever separated from its ice cream brands, which listed as The Magnum Ice Cream Company in December, nearly two years after the spin-off was first announced. "(CEO Fernando Fernandez) needs another year under his belt before he looks at splitting off food; geopolitical issues consumers are facing also need to calm down," Barclays (NYSE: BCS) analyst Warren Ackerman said. Fernandez took the helm at Unilever just over a year ago after the ouster of his predecessor, Hein Schumacher. Sources told Reuters at the time that the board hoped Fernandez would quickly streamline Unilever's sprawling portfolio. Unilever's food business, which also makes Knorr bouillon cubes and Marmite spreads, reported an operating profit of 2.9 billion euros ($3.34 billion) last year. Barclays values the food business at as much as 10 times EBITDA, or roughly 30 billion euros. "Demerging food is not straightforward as there are significant tax costs and lower economies of scale in emerging markets," W1M portfolio manager Tineke Frikkee said. "There is also then the risk Unilever may buy something to replace sales or profits and the debate around over-the-counter healthcare may resurface." That said, investors have for years pushed for the company to sell its low-growth food business, where underlying sales rose only 2.5% last year and weighed on business growth. In comparison, Unilever's beauty and wellbeing unit that makes Dove soap and Vaseline moisturisers grew underlying sales by 4.3%. The food business, though higher-margin than the beauty and wellbeing business, does not meet Unilever's short-term goal to grow underlying sales by 4-6% each year. Nelson Peltz was revealed to have a stake in Unilever in 2022, and the subsequent restructuring at the company has prompted the departure of two CEOs and the sale of several smaller food brands like The Vegetarian Butcher, as well as the ice-cream spin-off.

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3/18/2026

Lululemon Appoints a New Board Member Amid Calls for Change

Wall Street Journal (03/18/26) Kapner, Suzanne

Lululemon Athletica (NASDAQ: LULU) is adding former Levi Strauss (NYSE: LEVI) Chief Executive Chip Bergh to its board as it faces off against its estranged founder, who has pushed for a board shake-up to reverse declining U.S. sales. Bergh will succeed David Mussafer, the chairman and managing partner of private-equity firm Advent International. Mussafer has served as Lululemon’s lead director since September 2014 and a board member from 2005 to 2010. Lululemon also reported financial results for the period ended Feb. 1 that extended a string of disappointing results in the United States. Net revenue increased 1% to $3.6 billion. But revenue in the Americas, its largest market, decreased 4%. By contrast, international revenue grew 17%. Net income for the period fell 22% to $587 million from $748 million the prior year, hurt by higher levels of discounting. Meghan Frank, Lululemon’s finance chief who assumed the additional role of interim co-CEO in January after CEO Calvin McDonald stepped down, said in an interview that the company was taking steps to shore up its U.S. business. The first products by Lululemon’s new creative director, Jonathan Cheung, have begun arriving in stores in recent months and they are helping to drive more full-priced sales, she said. Frank called out several new innovations, including a line of workout gear called Unrestricted Power that provides support and mobility, and ShowZero, designed to conceal sweat while ensuring breathability. She said that by the end of the current quarter new products will account for about 35% of the company’s product assortment, up from 23% last year. And she said stores are being reconfigured with less clutter and clearer visuals, which is making it easier for customers to shop for the new merchandise. The company expects net revenue for the current fiscal year to grow 2% to 4% to $11.4 billion to $11.5 billion. It expects earnings per share in the range of $12.10 to $12.30 for the year. Lululemon’s shares have fallen by about half over the past year. Mussafer’s departure is a win for Lululemon founder Chip Wilson, who has called for Mussafer to relinquish his board seat. Mussafer joined the board in 2005, when Wilson sold 48% of his Lululemon stake to Advent. Wilson, who hasn’t held a role at the company in over a decade, has criticized Lululemon’s board for presiding over what he sees as the company’s loss of dominance in the athletic-wear industry it helped create. “The core issue at Lululemon is one the Company has struggled with for years: there is a disconnect between the Company’s creative engine and the Board’s understanding for how brand power and product excellence fuel cultural strength, margin durability and long-term shareholder value,” Wilson said in a statement on Tuesday, before the company announced the board change and earnings. In January, Wilson warned in an open letter to potential Lululemon CEO candidates that a new leader alone won’t resolve the company’s problems. The best way to address the company’s issues is by reconstituting the board, Wilson has said. Wilson, who remains the largest individual shareholder in the company, has nominated three new independent directors, Marc Maurer, the former CEO of running shoe company On; Laura Gentile, former chief marketing officer of ESPN; and Eric Hirshberg, the former CEO of Activision Publishing (NASDAQ: ATVI). Bergh is the fifth new board member Lululemon has added in five years. Bergh was CEO of Levi Strauss for more than a decade. He is credited with leading a turnaround of the brand, including by reinvigorating the women’s business, and was at the helm for its most recent initial public offering in 2019. He previously worked at Procter & Gamble (NYSE: PG) for 28 years. In February, Lululemon said that it has continued to engage with Wilson but that Wilson has indicated that he wouldn’t allow Lululemon’s board to meet his proposed directors unless they agreed to a full set of settlement terms. As of February, Wilson had only allowed Maurer to have preliminary conversations with the board.

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3/18/2026

Elliott Takes 'Significant' Stake in Japan Shipper Mitsui OSK

Reuters (03/18/26) Nussey, Sam; Bridge, Anton

Elliott Investment Management has taken a "significant" stake in Mitsui OSK Lines (9104.T), with two sources saying it is pushing the Japanese shipping company to improve shareholder returns and capital efficiency. Mitsui OSK's shares extended gains and were up around 12% after Reuters reported the investment, which Elliott later confirmed in a statement. The hedge fund is at the forefront of growing activist activity in Japan which is pushing companies to accelerate governance reforms and reshape portfolios. Elliott believes Mitsui OSK should conduct a review of its real estate portfolio and consider relisting subsidiary Daibiru, the sources familiar with the matter also said. In 2022 Mitsui OSK made Daibiru, whose assets include commercial property in central Tokyo, a wholly owned subsidiary and delisted the company. Elliott in a statement said "the market materially undervalues the business." It aims to work with the company to ensure its upcoming management plan "is appropriately ambitious." Mitsui OSK has a fleet of more than 900 vessels, including bulk carriers, tankers and ferries. Its peers include Nippon Yusen (9101.T) and Kawasaki Kisen (9107.T). It has said it aims to gradually improve its price-to-book ratio, a key valuation metric, to 1 and more over time from 0.67 times at the end of last March. The Tokyo bourse has put pressure on companies trading below book value to improve their use of capital. Mitsui OSK has emphasized both the importance of shareholder returns and the need for growth investment. The shipping industry is cyclical and the company aims to grow the proportion of stable revenue. The shipping company will announce its latest management plan at the end of this month. Elliott has a growing presence in Japan and scored a landmark win this month after forcing Toyota (7203.T) to sweeten its bid for Toyota Industries (6201.T). The hedge fund, which has built a reputation as a relentless activist, has invested in companies including Tokyo Gas (9531.T) and Sumitomo Realty & Development (8830.T). Elliott investment option Kansai Electric Power (9503.T) is considering selling shares of construction firm Kinden (1944.T), Reuters reported last week. Shipping firms are grappling with the fallout from the Iran war. A Mitsui OSK-owned container ship sustained minor damage while at anchor in the Gulf last week.

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