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The Effects of Hedge Fund Interventions on Strategic Firm Behavior

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Posted by Inder Khurana, University of Missouri-Columbia, on Tuesday, September 12, 2017
Editor's Note: Inder Khurana is Professor of Accounting at University of Missouri-Coumbia Trulaske College of Business. This post is based on a recent article, forthcoming in Management Science, authored by Professor Khurana; Yinghua Li, Associate Professor of Accounting at Arizona State University W.P. Carey School of Accountancy; and Wei Wang, Assistant Professor of Accounting at Temple University Fox School of Business. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism by Lucian Bebchuk, Alon Brav, and Wei Jiang (discussed on the Forum here); The Myth that Insulating Boards Serves Long-Term Value by Lucian Bebchuk (discussed on the Forum here); and Who Bleeds When the Wolves Bite? A Flesh-and-Blood Perspective on Hedge Fund Activism and Our Strange Corporate Governance System by Leo E. Strine, Jr. (discussed on the Forum here).

In the paper, The Effects of Hedge Fund Interventions on Strategic Firm Behavior, forthcoming in Management Science, we examine the impact of hedge fund interventions on target firms’ voluntary disclosure and earnings management strategies.

Hedge fund activism has emerged as an important governance mechanism that brings about significant changes in the operations and governance of target firms. With large financial resources and strong incentives to generate returns, hedge fund activists pursue a broad range of objectives and, in many cases, deploy confrontational tactics against the target firm management to achieve their objectives. Mounting evidence and anecdotes suggest hedge fund interventions can induce intense conflicts over corporates strategies, and often heated battles for corporate control, between hedge fund activists and the target firm management. Despite growing interest in hedge fund activism, there is limited evidence on how the target’s management responds to hedge fund activism that can potentially jeopardize the power and career prospects of executives. In this paper, we address this issue by investigating whether and how target firm managers use voluntary disclosure and earnings management strategies after hedge fund activists intervene.

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