Dossier
ValueAct
Coverage of ValueAct in the Nexus archive.
- Activists need to go back to basics
The article argues that corporate activists should adopt new strategies in the AI-driven era, focusing on restructuring business models and targeting underutilized assets in sectors like chemicals and industrials. Examples include ValueAct's push for Adobe's SaaS transition and Oasis's proxy fight at Vail Resorts to unlock mountain asset value.