Activist Investing Today: Glass Lewis’ Grothe Talks Peltz, Campbell and Director Fights

Activist investors like Nelson Peltz who have board and operational experience are more likely to be viewed positively by influential proxy adviser Glass Lewis than hedge fund managers that have never held director positions.That’s the view of Mark Grothe, senior analyst in M&A and contested situations at Glass Lewis. Grothe, who has worked on the some of the most contentious proxy fights in recent years, spoke to The Deal’s Activist Investing Today podcast and offered his thoughts on whe...