Unleash Your Inner Icahn With This New ETF

Typical activist goals include coaxing companies to increase shareholder rewards via expanded buybacks and boosted dividends (think Icahn and Apple) or angling for spin-offs (think Peltz and DuPont). [Expanded Apple Buyback Doesn’t Boost Buyback ETFs]

Activist success jumped last year, with nearly 74% of activist demands being met or partially met, according to Global X data. That is well above the five-year success rate of 67.6%.

Activist Success Rates

Chart Courtesy: Global X

Tom Lydon’s clients own shares of Apple.