Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. We display data if at least two operators or ISPs meet this threshold in a designated region or city is required. A hedge fund and an electromechanical holding company inked deals at 106 West 56th Street, also known as The Six, Commercial Observer has learned. . The fund is seeking a declaration that the bylaw cannot be enforced. As part of the deal, the board will appoint five new directors, including Ken Burdick, former CEO of WellCare, which Centene acquired for $17 billion in 2020; Ted Samuels, a former investment. BOSTON, Dec 14 (Reuters) - Centene Corp (CNC.N) reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company's board. At last week's investor day, the company said it expects to add $10 billion in revenue to reach $135 billion for full year 2022, and it said it is on the path to double-digit earnings growth for the next three years. Russian TV Touts a Big Victory in Ukraine. It was founded in 2021 and is based in New York, New York. our sites and services. We are delighted that you'd like to resume your subscription. Instead, all shareholders have a full quiver at their disposal, and activism is just one arrow. Masimos array of defensive measures is extreme: a staggered board, a poison pill, a change of control provision in its CEO compensation that is triggered just by two directors being replaced, and now these bylaws. Politan Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,172,004,771 (Form ADV from 2022-07-25). 316047 | Last Form ADV Filed on 25 Jul 2022 | Registration: SEC Summary Details Export Identifying Information CRD No. Industry: Pooled Investment Fund (See others in industry) Address: C/O Walkers Corporate Limited 190 Elgin Avenue George Town, Grand Cayman, E9, KY1-9008 Phone: 345-814-7600 . Politan Capital Management LP, a newly established hedge fund led by veteran activist Quentin Koffey, has a roughly $900 million stake in Centene and has spoken to the company about replacing several board members, the people said. NEW YORK, October 21, 2022--Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company") (NASDAQ: MASI), filed a lawsuit in the Court of Chancery of the State of Delaware today against the Company and its Board of Directors (the "Board"). Investments Number of Investments 1 Number of Lead Investments 1 Politan Capital Management has invested in Masimo on Aug 15, 2022. An activist investor has taken a big stake in Centene Corp. and wants the managed-care company to refresh its board and take other actions to boost its stock, according to people familiar with the matter. NEW YORK, NY Continue reading your article witha WSJ membership, Already a member? See here for a complete list of exchanges and delays. The company has insisted that under protective orders shielding discovery, the identity of Politans investors would be disclosed only to Masimos lawyers, not even to company officials. An activist investor has a big stake in Masimo Corp. and plans to push the medical-device company to take action to improve its stock price following a poorly received acquisition, according to people familiar with the matter. While owning a house may provide a sense of stability and serve as a huge capital asset, taking a house on rent gives greater financial and physical flexibility . Their last reported 13F filing for Q3 2022 included $1,661,104,000 in managed 13F securities This will make mounting a challenge far more dynamic, potentially strengthen activists appetite for a fight, and require a different strategic mindset to counter. Gala Capital Partners, LLC, is a private investment firm with a demonstrated track record of partnering with founders and management teams to produce creatively structured investment solutions. How quaint that seems today. It was founded in 2021 and is based in New York, New York. POLITAN CAPITAL, CORP. Company Number 4555618 Previous Company Numbers C4555618 Status Active Incorporation Date 21 January 2020 (almost 3 years ago) Company Type Stock Corporation - CA - General Jurisdiction California (US) Registered Address 7840 FIRESTONE BLVD STE 109 DOWNEY CA 90241 United States Agent Name GUIDO A FUENTES Agent Address This is a situation that should settle, but if this does go to a proxy fight, we expect that Politan will prevail. Stock Market Value: $44.2B ($75.86 per share). Among the incoming directors are Kenneth Burdick, a former chief executive at WellCare Health Plans Inc, which Centene bought last year, and Wayne DeVeydt, a former chief financial officer at health insurer Anthem Inc. Christopher Coughlin and Theodore Samuels will also join the board. Companies now face attacks throughout the year from all angles and by both familiar and unfamiliar aggressors. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias. LOUIS, Nov. 3, 2021 /PRNewswire/ -- Centene Corporation (NYSE: CNC) today issued the following statement with regard to Politan Capital Management: Centene's Board of Directors and management team are committed to acting in the best interests of the Company and its shareholders - and deliver substantial, sustainable value. Customer Service. (if applicable) for The Wall Street Journal. Stats are not available for the latest quarter, View Last Form Adv Compilation Report on Record. You can change your choices at any time by visiting your privacy controls. After years of growth and optimism, the ESG movement is encountering its first serious ideological push-back, with anti-ESG activists increasingly seeking to influence the focus of activists who in recent years have used ESG as part of the narrative for their proxy campaigns. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Sign up for free newsletters and get more CNBC delivered to your inbox. Following this conversation, we asked to meet with the whole Board. Fund Details. Politan Capital Management LP c/o Schulte Roth & Zabel LLP 919 Third Avenue, Suite 2300 New York, New York 10022 646-690-2830 With a copy to: Richard M. Brand Cadwalader, Wickersham & Taft LLP. Over half the board has a tenure of over 15 years (versus 1% of all S&P 500 directors). (Reuters) - A crafty but controversial corporate stratagem to counter activist investors will get an early test on Tuesday in Delaware Chancery Court, when both hedge fund Politan Capital Management LP and medical device maker Masimo Corp will exhort Vice Chancellor Nathan Cook to grant their discovery demands and to squelch those from the other side. Centene in July laid the groundwork for a succession plan when it established its office of the president and Neidorff said recently in public that he would not expect to be renewing his contract as CEO, the company said. Politans specific ideas couldnt be learned. Politan Capital reportedly took a $900 million stake in Centene Corp. ( CNC) last year and in December the company reached a cooperation agreement with the activist. Table of Contents show. Activist Commentary: Politan Capital Management was founded by Quentin Koffey. These acquisitions need to be integrated and operations need to be centralized. Polen Capital is a global leader in quality growth and high yield investing. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. Federal securities laws already include extensive proxy disclosure rules that cover any legitimate concerns around appropriate disclosure. A crafty but controversial corporate stratagem to counter activist investors will get an early test on Tuesday in Delaware Chancery Court, when both hedge fund Politan Capital Management LP and . An operator or ISP must account for 3% or more of total test samples in the market to be on this list. Related Persons Relationship: X Executive Officer Director Promoter Clarification of Response (if Necessary): General Partner Relationship: X Executive Officer Director Promoter Clarification of Response (if Necessary): Managing Member of the General Partner Since Masimos advance notice bylaw is the first of its kind, theres no directly relevant precedent on discovery demands. Download 13F Summary All text and design is copyright 2020 WhaleWisdom.com. Sign-up Frankel is the author of Double Eagle: The Epic Story of the Worlds Most Valuable Coin. In this pro-ESG vs. anti-ESG environment, institutional investors the electorate whose support activists need to win any proxy contest may look to evaluate ESG-oriented proposals and campaign themes more on their ability to create more-immediate shareholder value. [1]: We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Kimberly Dart Heidt's Post Kimberly Dart Heidt Principal at Dart Retail Advisors, Inc. 6d Dover, DE 19904. Politan says that Masimo's "harassment" of EnTrust shows exactly why funds don't want to reveal their investors. Koffey, who previously worked at hedge funds Senator Investment Group and DE Shaw, has a reputation for operating behind the scenes and has been credited with helping push Lowe's Cos (LOW.N) to replace executives and board members. Learn more. Politan Capital Management LP, founded by veteran activist Quentin Koffey, has a 9% stake in Masimo worth roughly $750 million, the people said. and a top 10 holdings concentration of 100.0%. Moreover, the states work with Centene and its peers to produce actuarially sound margins, preventing these companies from making or losing a windfall on their services. Hedge Fund Its lead director is 87 years old, has also served on the board for 25 years and has been lead director that entire time (versus an average lead director's tenure of four years for S&P 500 companies). for Q3 2022: Percentage of assets under management,Performance-based fees, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER | LIMITED PARTNER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER POLITAN CAPITAL MANAGEMENT GP, LLC. But even as sustainability issues will take a backseat to economics in many new campaigns, look for activists to continue leveraging them when it suits their goals. Politan Capital Partners GP LLC: 2: EDGAR Form CIK 2011 - 2022; 13F-HR: SC 13D: Form 13D/13G Filer Form 13D/13G Subject Filed; Politan . BOSTON, Dec 14 (Reuters) - Centene Corp (CNC.N) reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company's board and its chief executive will retire in 2022 after serving for a quarter of a century. But in a client alert issued last month, Sidley Austin which, keep in mind, bills itself as a specialist in helping companies defend against activist hedge funds said that Masimo was flying close to the sun and risked undermining reasonable and appropriate advance notice bylaws.. Customer Service. Masimo, meanwhile, says the case is fundamentally distinct from books-and-records actions. But it could affect corporations' ability to scare off activist hedge funds merely with the threat of unmasking backers through discovery demands. Politan Capital Management has invested in Masimo on Aug 15, 2022. All quotes delayed a minimum of 15 minutes. On Nov. 3, 2021, the Wall Street Journal reported that Politan Capital took a stake in Centene. We, Yahoo, are part of the Yahoo family of brands. They contend that they are entitled to discovery to prove that Masimo's suspicions were well-founded. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. And its a growing challenge that looms large over deals of all sizes. The company said its stock price has outperformed over the last decade, posting a total share return of 774% while the S&P 500 gained 365% and the S&P 500 Health Care Sector Index rose 390%. You may cancel your subscription at anytime by calling Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. For this reason, activists with ESG-related ambitions will be thinking more about the economic arguments in their proposals, and crafting them to ensure that the sustainability reforms they advance stay focused on the bottom line. Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. Politan Capital Management is an investment firm founded by Quentin Koffey. Politan Capital Management LP c/o Schulte Roth & Zabel LLP 919 Third Avenue, Suite 2300 New York, New York 10022 646-690-2830 With a copy to: Richard M. Brand Cadwalader, Wickersham & Taft LLP 200 Liberty Street New York, NY 10281 212-504-6000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) info@politanmgmt.com . Howard Marks's: Oaktree Capital Management. Brummer Multi-Strategy, the multi-strategy fund that invests in the hedge funds under the umbrella of Brummer & Partners, redeemed its 1.2 percent allocation to . You will be charged Politan Capital Management has made 1 investments. A Dartmouth college graduate, she has worked as a journalist in New York covering the legal industry and the law for more than three decades. Politan Capital Management operates as an investment firm. But for companies involved in M&A, bumpitrage is no joke. The Specialty Services segment provides pharmacy benefits management services; nurse advice line and after-hours support services; and vision and dental services, as well as staffing services to correctional systems and other government agencies; and services to Military Health System eligible beneficiaries. Bumpitrage: As Activists Increasingly Attack Deals, How Can Companies Prepare? On Nov. 20, Disney replaced Chapek as CEO Bob Iger, who had led the company from 2005 to 2020. The company's shares rose 7 percent Wednesday after reporting broke of . They are obvious choices to add to the board and with five spots up this year on the company's Board, we expect Politan to name two additional and likely diverse nominees. Politan's specific ideas couldn't be learned. Extra 20% Off Sitewide w/ adidas Promo Code, All Jeans + Pants 25% off! Cryptopolitan - #crypto #AlphaMaven The Details: Cara Lombardo and Juliet Chung were first to report that activist investor Politan Capital Management has taken a roughly $900 million stake in Centene Corp. Politan Capital Management LP is a newly established hedge fund led by veteran activist Quentin Koffey. You can read more about your. Over the past months we have tried to engage constructively with Mr. Kiani and the Board. Yet seeking a board seat is one thing, and winning one is quite another. Politan Capital Offshore Partners LP. Documents and information concerning Politans investors and financial backers are directly relevant to the claims and defenses at issue, Masimo said. Quentin Koffey, Managing Partner and CIO of Politan, stated: "We are taking this legal action because Masimo has left us no other option for preserving our rights as stockholders. This column will examine the defense devised by Masimo Corp., a publicly held medical technology company, to resist a proxy contest threatened by Politan Capital Management LP, an activist hedge fund. Politan brought its lawsuit against Masimo in October, after Masimo adopted a new so-called advance notice bylaw that, among other things, would require investment funds that have nominated a candidate for Masimos board to disclose information about their own financial backers to other shareholders in advance of proxy voting for directors. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. 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The company's lawyers argue that Masimo board members were suspicious of Politan's repeated assertion that its investors are passive and free of conflicts. The note references new requirements by Masimo Corp which would force Politan Capital or any other activist planning to nominate directors at the medical device maker to disclose the identities of the fund's limited partners and future plans to nominate candidates elsewhere. Both sides agree that their litigation will help decide the future of advance notice bylaws. Politan Capital Management's largest holding is Centene Corp with shares held of 12,914,408. As part of a sweeping set of changes, the company will also require board members to retire at age 75. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. Information about your device and internet connection, like your IP address, Browsing and search activity while using Yahoo websites and apps. See here for a complete list of exchanges and delays. GREAT RESOURCES - STRONG PARTNER. . Microsoft and partners may be compensated if you purchase something through recommended links in . He will become executive chairman but will not keep that position beyond 2022. Now, every season is activist season, and companies would do well to consider five key questions as they prepare for the year ahead. Securities law guru John Coffee of Columbia Law School said in a blog post in October that requiring activist hedge funds to disclose their own backers advances the goal of greater transparency. Coffee derided Chicken Little-like predictions that such disclosures would pose an existential threat to activist campaigns. These plans are highly sensitive intellectual property, and prior non-public engagements are typically subject to confidentiality agreements. We want to hear from you. The company's CEO is 78 years old and has served on the board for 25 years. In addition to Irenic Capital, which Adam Katz and Andy Dodge founded in 2021, new names include Strive Asset Management, founded by Vivek Ramaswamy in 2022, and Politan Capital Management, which . De-SPACed companies that are rigorous in their preparation and skillful in their responses will be best equipped to come out on top. Centene is a managed care organization that provides health plan coverage to individuals through government-subsidized and commercial programs. For the future of shareholder activism, the stakes have rarely been higher. Masimos Recent Bylaw Amendments Following Politans Engagement Effectively Preclude Stockholders from Nominating Director Candidates and Are Without Precedent, Politan Hopes for Constructive Engagement with Masimo Yet Now Needs to Defend Stockholder Rights in Court. Copyright 2023 CB Information Services, Inc. All rights reserved. Create Email Alert, ***Log In or Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. View the latest funds and 13F holdings. The pressure comes in an effort to motivate Centene's stocks, which haven't seen the growth that its peers' have, the Journal reported. Their business is recorded as FOREIGN LIMITED PARTNERSHIP . This reprices annually. Compare against similar firms. Filings. for POLITAN CAPITAL MANAGEMENT LP, Top 20 equal-weighted holdings. Fund AUM and Sold ($) 900 720 540 360 180 0 2011 2015 2019 2023. John Paulson's: Paulson & CO. Nelson Peltz's: Trian Fund Management. News Corp is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content and other products and services. Politan GP is an affiliate of Politan and serves as the general partner of clients that are organized as U.S.certain and Cayman Islands exempt limited partnerships. Or Call (212) 223-2282 For Username and Password. The reality of this threat can be debated, but the takeover defense bar is beginning to respond. While it would still be our preferred path to work constructively with Mr. Kiani and the Board, we must seek relief in Delaware court simply to preserve the fundamental ability to nominate directors in time for Masimos next annual meeting. POLITAN CAPITAL PARTNERS LP. Politan Capital Management LP, . You will be notified in advance of any changes in rate or terms. Future plans to nominate directors at other public companies in the next 12 months as well as details on any prior proposals or nominations made within the last 36 months. FTX reports $415 mln in hacked crypto, Bankman-Fried says FTX US is solvent, Emerson Electric unveils hostile $7 billion bid for National Instruments, Washington court paves way for Albertsons' $4 bln dividend, declines to review case, Pfizer to sell all its drugs in low-income countries at non-profit price, Law firm pricing professionals in 2023: Examining compensation & team structures, How to improve handling of law firm rate increase requests through data: A view from in-house counsel, 2022 saw law firms move past the pandemic into a more client-focused service environment, Law firms ESG practice continues to drive economic growth and better alignment with clients, See here for a complete list of exchanges and delays. Six board members will be leaving and Michael Neidorff, 77, who has led Centene since 1996, will retire as CEO next year, the company said. Reporting by Svea Herbst-Bayliss, Editing by Louise Heavens, Will Dunham and Chizu Nomiyama, Merck set to remove cancer-causing chemical from top diabetes drugs - Bloomberg News, Exclusive: Mexico's Pemex destroyed resources worth $342 million from two top fields, Party City files for Chapter 11 bankruptcy protection, City officials seize four aircraft of India's Jet Airways, CNBC-TV18 reports, Analysis: Small and medium companies to boost business travel rebound in 2023, Davos 2023: Greta Thunberg to meet IEA chief Birol, Agnelli warns on Premier League dominance as he quits Juventus, Airlines remain bullish on travel demand despite mounting economic worries, Credit Suisse sees money returning to the bank, CEO says, See here for a complete list of exchanges and delays. This is a very low margin business, with net profit margins from 2% to 4%. Any after-the-fact revelation of the identity of Politans backers, the fund said, is irrelevant. This segment offers its services and products to state programs, correctional facilities, healthcare organizations, employer groups, and other commercial organizations. Filings. The company receives a contracted premium per member and is responsible for medical costs. Activist Disclosure: How Will Politan v. Masimo Play Out? All Rights Reserved. The industry leader for online information for tax, accounting and finance professionals. As sure as the seasons would turn, proposals would begin to appear around the holidays, voting would follow in the spring, and proxy contests would be over by the start of the summer. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. 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