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Activist Letters and Presentations

A curated feed of letters and presentations from activist investors.

activistletters

Hartman Group Blasts Silver Star Properties (SLVS) for $400M Asset Sell-Off and Dilution Scheme, Urges Shareholders to Vote for Accountability

FINANCIAL RECKLESSNESS & DILUTION SCHEME: LET’S STOP SILVER STAR’S DESTRUCTION To the Shareholders of Silver Star Properties REIT,
Jul 7, 2025
activistletters

Ortelius Advisors Presses Brookdale (BKD) Shareholders to Back Dissident Slate, Citing Debt, Poor Succession, and Value Destruction

Summary On July 7, 2025, Ortelius Advisors urged Brookdale Senior Living shareholders to vote for its six independent director nominees
Jul 7, 2025
activistletters

Ortelius Advisors Urges Board Overhaul at Brookdale Senior Living (BKD) After Years of Value Destruction and Governance Failures

July 7, 2025 Fellow Brookdale Senior Living Stockholders, At this critical juncture, Ortelius Advisors, L.P. (“Ortelius” or “we”) is
Jul 7, 2025
activistletters

Hartman Shareholder Alliance Urges Silver Star (SLVS) Investors to Reject Haddock’s Strategy, Back Wind-Down and Capital Return

Summary On July 2, 2025, the Hartman Shareholder Alliance issued a letter condemning Silver Star Properties REIT's "
Jul 3, 2025
activistletters

Hartman Shareholder Alliance Slams Silver Star Properties REIT (SLVS) Over Value Destruction, Urges Shareholders to Reject ‘New Direction Plan’

Dear Shareholders, At some point, every shareholder must ask: what exactly have we gotten in return for years of promises,
Jul 3, 2025
activistletters

Ortelius Nominees Press for Board Renewal at Brookdale (BKD), Pledge Portfolio Optimization and Debt Reduction

Summary On July 3, 2025, Ortelius Advisors urged Brookdale Senior Living shareholders to vote for its six director nominees using
Jul 3, 2025
activistletters

Ortelius Advisors Targets Brookdale Senior Living (BKD) Board With Proxy Fight, Proposes Strategic Overhaul and CEO Search

Dear Brookdale Stockholders, We write to you as candidates for election to Brookdale’s Board at its upcoming 2025 Annual
Jul 3, 2025
activistletters

Silver Star (SLVS): Hartman Alliance Cites Occupancy Collapse and $278M Value Loss, Pushes for Liquidation and Board Change

Summary On July 1, 2025, the Hartman Shareholder Alliance accused Silver Star Properties REIT’s board of severe mismanagement since
Jul 1, 2025
activistletters

Hartman Shareholder Alliance Blasts Silver Star Properties REIT (SLVS) for Mismanagement, Urges Liquidation and Board Overhaul

MISMANAGEMENT OF ASSETS & OCCUPANCY DECLINE – THE COST OF LEADERSHIP FAILURE Dear Shareholders, When Hartman was removed from operations in
Jul 1, 2025
activistletters

Matthews International (MATW) Faces Barington Capital’s Demand for Board Overhaul Over $1.9B Misallocation

Summary Barington Capital, a 3% shareholder of Matthews International, strongly criticized the company's persistent underperformance under CEO Joseph
Jun 30, 2025
activistletters

Barington Capital Urges Overhaul at Matthews International (MATW), Slams CEO and Board Over Value Destruction and Poor Capital Allocation

Download LetterBarington-Matthews-Jun-30-2025.pdf335 KBdownload-circle Source: https://img1.wsimg.com/blobby/go/23431eee-32b7-41bf-b572-6a3046271716/downloads/f1fbc416-a88e-4bd4-925a-3ca0107e61f4/Matthews%20International%20Corporation%20-%20Letter%20to.
Jun 30, 2025
activistletters

Hartman Shareholder Alliance Urges Silver Star (SLVS) Investors to Reject Preferred Equity Scheme, Back Capital Return Plan

Summary On June 27, 2025, the Hartman Shareholder Alliance accused Silver Star Properties REIT of financial mismanagement, highlighting the $395.
Jun 30, 2025
activistletters

Hartman Shareholder Alliance Opposes $50M Equity Raise at Silver Star Properties REIT (SLVS), Slams Board for Reckless Asset Sales and Dilution Plan

FINANCIAL RECKLESSNESS & DILUTION SCHEME: STOP SILVER STAR’S PLAN TO FURTHER DEVALUE YOUR EQUITY To the Shareholders of Silver
Jun 30, 2025
activistletters

Hartman Shareholder Alliance Presses Silver Star (SLVS) to Halt Speculation, Monetize Assets, and Return Cash to Investors

Summary On June 30, 2025, the Hartman Shareholder Alliance urged Silver Star Properties REIT shareholders to support its Monetization and
Jun 30, 2025
activistletters

Hartman Shareholder Alliance Urges Silver Star Properties REIT (SLVS) Liquidation, Slams Board for Value Erosion and Pushes Capital Return Plan

THE ALTERNATIVE: MONETIZATION & RETURN OF CAPITAL – A PLAN FOR REAL VALUE To the Shareholders of Silver Star Properties REIT,
Jun 30, 2025
activistletters

Perion Network (PERI): Phoenix and Value Base (11.5%) Demand Shareholder Meeting to Cancel Poison Pill

Summary Phoenix Insurance and Value Base Fund, holding a combined 11.48% of Perion Network's shares, have formally
Jun 30, 2025
activistletters

Phoenix Insurance and Value Base Demand Shareholder Meeting at Perion Network (PERI), Seek Rights Plan Cancellation and Board Accountability

To: Perion Network Ltd. Leonardo Da Vinci 2 Tel Aviv Messrs. Eyal Kaplan (Chairman); Tal Jacobson; Michal Drayman; Amir Guy;
Jun 30, 2025
activistletters

Hartman Shareholder Alliance Accuses Silver Star Properties REIT (SLVS) of SEC Proxy Violations, Regulatory Breaches, and Shareholder Deception

Summary On June 25, 2025, the Hartman Shareholder Alliance disclosed that the SEC found Silver Star Properties REIT’s proxy
Jun 26, 2025
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