Activist investor Jeffrey Smith discusses investment strategies

Jeffrey Smith on Activist Investing

Starboard Value’s Jeffrey Smith, a prominent activist investor, discusses his investment philosophy in an interview with Yahoo Finance. He highlights his criteria for selecting targets and shares insights on the recent Kenvue and Kimberly-Clark deals.

Investment Selection Criteria

Smith emphasizes that his decision-making process involves thorough research and a focus on opportunities for improvement in target companies. His approach aims to unlock value for shareholders through strategic changes.

Kenvue and Kimberly-Clark Insights

In the interview, Smith elaborates on the dynamics of the Kenvue (KVUE) and Kimberly-Clark (KMB) transactions, shedding light on the strategic rationale behind these investments and their potential impact on market performance.