VIEX engages in an activist strategy, creating catalysts to unlock shareholder value in small cap companies, predominantly in technology.
Most successful activists have moved up-market to focus on larger caps. Increased competition has diminished returns and directed time and energy on more well-equipped companies to resist change. Passive capital flows from ETFs, quants and high frequency traders have created a greater disparity in company mispricings
VIEX focuses on the small cap landscape where there is also less competition and a greater willingness to accept strategic alternatives. Extensive domain experience informs a focus on technology companies with undervalued or under-performing assets and strong balance sheets amid a landscape of capital mismanagement and frequent industry consolidation. Self-directed outcomes can overcome the growing influence of passive capital flows.
Founder and Portfolio manager Eric Singer brings decades of intensive investment research and successful M&A transaction experience. He has directly held nine board seats in his career in addition to making numerous successful Board placements and building a record of winning proxy battles.
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