Blue Harbour's Double Windfall
Blue Harbour Group is off to a strong start in 2019 as two of the firm's sizable holdings agreed to be acquired.
Darien Railroad Operator To Be Sold in Multibillion Deal
Railroad operator Genesee & Wyoming will be sold for $8.4 billion, a deal that will take the firm private.
The Hedge Fund Journal: 50 Leading Women in Hedge Funds 2018
Tanisha Bellur is honored as one of the 50 Leading Women in Hedge Funds 2018 by The Hedge Fund Journal.
Commentary: Innovation as a Keystone for the ESG Conversation
David Silverman provides our perspective on moving the ESG conversation forward to common ground and the key role innovation plays with its power to pull together historically divergent interests.
HBR Case Study B: Blue Harbour’s Activism at Babcock & Wilcox
Follow-up case study detailing the changes at BWX Technologies after hedge fund Blue Harbour Group's investment. Click here for the case study
HBR Case Study A: Blue Harbour’s Activism at Babcock & Wilcox
Case study exploring Blue Harbour Group's investment in Babcock & Wilcox and its transformation into BWX Technologies. Click here for the case study
Why Activists are Cheerleaders for Corporate Social Responsibility
Blue Harbour Group is turning to ESG issues to mitigate risk and improve company performance.
Institutional Investor: The Conversationalist - Cliff Robbins
Blue Harbour Group's gentleman activist takes a tempered approach to getting companies to change.
Absolute Return: Q&A with Blue Harbour CEO Clifton Robbins
Clifton Robbins talks ESG, WebMD and responsible investing. Robbins also discussed ValueAct’s recent investment in KKR and the current undervaluation of public alternative asset managers.
The Wall Street Journal: Activist Investor Prods Firms on Social Issues
Blue Harbour Group CEO Clifton S. Robbins says environmental, social and governance issues should be on the same plane as financial issues.
Institutional Investor's Alpha: Cliff Robbins's Blue Harbour Excels Under the Radar
The firm, which typically doesn't engage in contentious campaigns, is one of the best-performing activists this year.
Institutional Investor's Alpha: Smaller Activist Funds Outpace Their Larger Peers
While the Pershing Squares of the world suffer, scrappier funds like Tosca Opportunity, Barington and Blue Harbour are finding ways to post gains.
CNBC: What I Look For In A CEO
Blue Harbour's Robbins Dishes: What I Look For In A CEO
Value Investor Insight: Activism: What's Next?
Interview with Cliff Robbins as part of a feature titled “Activism: What’s Next?” in the March 31, 2016 issue of Value Investor Insight.
Institutional Investor: Blue Harbour Takes 'Friendly' Stake in AGCO
Clifton Robbins' firm holds talks with a farm equipment supplier that appears ripe for improvement.
Bloomberg: This 'Barbarian' Banker Has Turned Into a Friendly Activist
Cliff Robbins used to be a barbarian -- one of those private-equity dealmakers at KKR & Co. who ended up in the book that defined the Wall Street of the 1980s. Today he is making a mark as the practitioner of friendly shareholder activism.
The Deal: The Corporation Whisperer
The corporation whisperer, a conversation with Clifton Robbins.
Valuewalk: Blue Harbour's Formula For Successful Activism
Activist investing is now a mainstream tactic, but while some funds are learning new tactics that have only recently become widely accepted, others have years of experience under their belt.
The Street: Babcock & Wilcox Change Looms as Blue Harbour Takes 6% Stake
Energy solutions specialist and mission critical defense contractor Babcock & Wilcox (BWC) is quietly becoming a target of value-seeking hedge funds after years of cost overruns and weak stock performance.
Value Investor Insight: Clifton Robbins
“Activist” investing is all the rage today, but Cliff Robbins has successfully pursued his version of it since well before the term came into popular use.
Bloomberg: Blue Harbour's Robbins Owns Babcock
Blue Harbour Group LP founder and Chief Executive Officer Cliff Robbins said his activist fund owns more than 5 percent of Babcock & Wilcox Co., a clean energy technology and services company.
Barron's: How to profit from today's shareholder activism
Coverage of five movers and shakers in shareholder activism, including Blue Harbour’s Cliff Robbins.
The Wall Street Journal: An Activist Investor, Minus the Fangs
Profile on Blue Harbour’s Cliff Robbins and the firm’s collaborative activist approach.
The Activist Report: 10 Questions with Cliff Robbins
Interview with Blue Harbour founder Cliff Robbins.
Bloomberg Brief: Blue Harbours Robbins on M&A, Cyber Security Companies, Consumer Stocks
Interview with Blue Harbour founder Cliff Robbins.
Australian Financial Review: Hedge funds' time has come again
For those that believe that hedge funds won't be able to make a buck in a world where yield hunters and easy money has bid up the price of everything, think again. The changing forces in the banking sector, deleveraging and a shake‐up in corporate governance at the world's biggest companies means it's prime time for many hedge funds.
Hedge Fund Alert: Activist adds long-only product
Blue Harbour has launched its first long-only fund. Blue Harbour Active Ownership Partners began trading Jan. 1 with close to $100 million.
Directors & Boards: For a Better Annual Meeting...Look Beyond the Annual Meeting
In the wake of the financial crisis, the long-term trend of boards and management teams listening to the perspectives and ideas of their major shareholders has gathered new momentum.
Financial Times: A hybrid formula entices investment funds
Profile of Blue Harbour’s innovative strategy combining private equity and shareholder activism.