Is 2013 the Year of the Activist Investor?

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Dec. 4 (Bloomberg) -- Alan Patricof, founder and managing partner at Greycroft Advisors and Jason Trennert, chief investment strategist at Strategas Research, discuss activist investing in 2013. They speak on Bloomberg Television’s “Bloomberg Surveillance.”

We have a whole new wave of activism.

Dell was the major focus for a long part of the air.

You have had the whole fight with bill ackman and karl and everybody else regarding herbalife.

We are going through that phase where there are a lot of people with activist funds who are getting active.

Who is acting responsibly?

Who is the adult in the room?

Who is doing the best job of being an activist.

I have a personal interest -- star board -- working in highly focused areas and picking smaller operations.

It seems to be constructive about getting involved.

They were involved with office depot.

How did you know that?

I know everything about activists.

They seem to go in and do something.

We have seen smaller activists taking bigger roles.

Why have they been able to push for change by taking such a small stake in companies?

I don't know if it is a small stake.

They are not dell.

We are in a wave of activism.

Is the tech community taken aback by the fact activists are coming after it?

Activists shied away from the tech community for a long time.

Tag is a difficult area.

-- tech is a difficult area to be an activist.

You have microsoft.


Carl icahn and apple.

Not just karl, isn't jim lobe -- isn't dan loeb?

We continue this equity railing, part of the spirit of m&a venture capital.

This has been the dog that has not barked.

People have been looking for a m&a boom.

It has not materialized in terms of aggregate numbers, but i agree with mr.

Patricof, you have a perfect storm for activism and more m&a. slow growth, nominal gdp growth is at 3% or 4%. companies with tons of cash.

More and more money being allocated towards these funds -- these activist funds.

When i started growing up in the business in the 1980's, they were called raiders.

Now they are called activists.

They are seen differently.

More legitimized.

As an investment strategy.

Jason trennert and alan patricof.

Star board value fund.

That is wonderful.

Love look at our twitter

This text has been automatically generated. It may not be 100% accurate.


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