ANALYSIS: Tech Investor Activists Target Supply Chain in Q2

July 6, 2022, 9:00 AM UTC

The global investor activism campaign count across all industry sectors in the last quarter was on par with recent quarters. But investor activists have shifted their focus away from industrials to technology in Q2.

Past activist investor campaigns aimed at the technology sector were less aggressive due to the highly specialized nature of the sector. But continued supply chain constraints may have pushed activist investors to craft campaigns targeting technology companies’ adaptability to supply chain disruptions, rather than specialized technological developments.

Investor Activism Campaigns Remain Steady

The global Q2 investor activism campaign count (147) was comparable to the past five quarters, which ...

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