As activist investors, we consistently engage with boards and other shareholders on strategies to realise value for the benefit of shareholders. We have unrivalled experience having conducted more than 40 activist campaigns in Australia which you can read more about on this page.


City Chic ASX:CCX

Fleetwood ASX:FWD

Iluka Resources ASX:ILU

Alchemia ACL

Coventry Group ASX:CYG

Watpac ASX:WTP


Collaborative engagement in action

At the time of investment, conventional thinking was that this was a ‘failed’ or ‘failing’ company. Whilst this may have been partially true of some of its legacy brands, the market completely overlooked the enormous potential of the City Chic brand.


Turning around years of poor performance

At the time of the campaign Fleetwood was perceived as a mining services company with a number of stranded assets that had failed to deliver consistent profits. The board and management team had lost the faith of the market and, as is typical with fallen angels, the market had moved on with very little institutional interest in the company.

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