Oct 5, 2026 · 11 min · 7 segments
Market Tides and Trade Winds is a series of short discussions where private investor Mark Atkinson takes a direct look at recent news headlines shaping the world of investing. Created and Produced…
It's an explicitly pejorative term thrown around by entrenched executives to discredit anyone challenging their direction.
They own a literal piece of the equity and they possess the statutory legal rights that come with it.
Businesses usually get complacent and flabby when the gap between the directors and the actual owners becomes dangerously fragmented.
But more often than not, they can only win if they unlock value that helps the rest of us private investors who are hitching a ride on their coattails.
Activism is a matter of scale, and small caps are absolutely not immune, but they're a hell of a lot harder to fix.
In the small cap world, the shareholder list is highly fragmented and dominated by private investors.
A vast majority hold their shares through nominee accounts, which structurally stymies direct communication and voting procedures.
A lot of these shares are held by people of advancing years, perhaps with diminishing command, or widows or widowers who inherited a line of stock and have zero understanding of corporate governance.
Trying to get the retail vote out to challenge a small-cap board is a Herculean task.
It's an explicitly pejorative term thrown around by entrenched executives to discredit anyone challenging their direction.
They own a literal piece of the equity and they possess the statutory legal rights that come with it.
Businesses usually get complacent and flabby when the gap between the directors and the actual owners becomes dangerously fragmented.
But more often than not, they can only win if they unlock value that helps the rest of us private investors who are hitching a ride on their coattails.
Activism is a matter of scale, and small caps are absolutely not immune, but they're a hell of a lot harder to fix.
In the small cap world, the shareholder list is highly fragmented and dominated by private investors.
A vast majority hold their shares through nominee accounts, which structurally stymies direct communication and voting procedures.
A lot of these shares are held by people of advancing years, perhaps with diminishing command, or widows or widowers who inherited a line of stock and have zero understanding of corporate governance.
Trying to get the retail vote out to challenge a small-cap board is a Herculean task.
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