It’s my job to understand activist investors

Activist investors launched a record number of campaigns in 2024, with more expected in 2025, including Elliott Management pushing for a breakup of Honeywell’s business segments. Honeywell CEO Vimal Kapur discusses navigating pressure from activists, viewing them as shareholders and engaging with their perspectives while making collective decisions with the board at the 2025 World Economic Forum in Davos, Switzerland. Kapur emphasizes understanding and explaining viewpoints to activists, ultimately presenting a range of options for consideration.

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