Politan Capital Management has made 1 investments. Daniel Loeb's: Third Point. You are limited to the prior 8 quarters of 13F filings. 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. Alt Turnover is calculated by taking either the total MV of new purchases or Industry: Pooled Investment Fund (See others in industry) Address: C/O Schulte Roth & Zabel Llp 919 Third Avenue, Suite 2300 New York, NY, 10022 Phone: 212-756-2000 . 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 . Welcome to. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. Centene is the largest provider of health-insurance plans through the Affordable Care Acts marketplaces. Instead, all shareholders have a full quiver at their disposal, and activism is just one arrow. The pressure comes in an effort to motivate Centene's stocks, which haven't seen the growth that its peers' have, the Journal reported. Politan Capital Management operates as an investment firm. Centene has previously attracted interest from activist hedge funds when Corvex Management, Sachem Head Capital Management and Third Point all pushed for it to consider selling itself. Companies that realize this will be well positioned to defend themselves next year; those who dont, wont. For the future of shareholder activism, the stakes have rarely been higher. Yet they do have some strategies they can turn to conducting a corporate governance analysis, carrying out a carefully designed public communications campaign, readying a comprehensive break glass in case of emergency plan, and many more. Download (Mbps) Oct 2022 Deutsche Telekom Vodafone 0 20 40 60 80 100 120 140 160 180 200 220 240. Politan owned 12.9. 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. 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. Politan Capital Management LP, founded by veteran activist Quentin Koffey, has a 9% stake in Masimo worth roughly $750 million, the people said. Federal securities laws already include extensive proxy disclosure rules that cover any legitimate concerns around appropriate disclosure. BOSTON, Dec 14 (Reuters) - Centene Corp reached a deal with activist investment firm Politan Capital Management in which five new directors will join the managed care company . Mr. Politan is also a member of the Global Finance Practice Group. Gala Capital. Howard Marks's: Oaktree Capital Management. Continue reading your article witha WSJ membership, Already a member? 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. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 48314412, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Morgan Stanley & Co LLC, First Republic Securities Company LLC. He will become executive chairman but will not keep that position beyond 2022. You can read more about your. Politan Capital is located in Great Neck, New York. An operator or ISP must account for 3% or more of total test samples in the market to be on this list. Get the latest business insights from Dun & Bradstreet. But, this process has to start at the Board, and this is where Koffey's activist expertise will come into play. 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. All Jeans + Pants 25% off! Politans suit seeks to declare the Bylaw Amendments unenforceable, find that the Companys directors breached their fiduciary duties by approving and implementing the amendments, invalidate the change of control provisions in the CEOs employment agreement that could result in hundreds of millions of dollars of value being transferred to Chairman and CEO Joe Kiani even if only two of directors on the Board were replaced, and enjoin Masimo and the Board from taking any actions to prevent Politan from exercising its rights to nominate candidates for election to the Board. the MV of securities sold, whichever is less, 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.. POLITAN CAPITAL PARTNERS GP LLC Company Number 6105323 Incorporation Date 22 July 2021 (over 1 year ago) Company Type Domestic Limited Liability Company Jurisdiction Delaware (US) Registered Address. Koffey is operating Politan more like a private equity fund than a traditional long-short equity hedge fund, as it can draw down locked up capital to give it enough time to accomplish its goals through active engagement with boards and management teams to improve governance, operations or strategic direction. (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. Filings. Politan Capital Management is an investment firm founded by Quentin Koffey. Average Cost: $143.73. 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 . Politan Capital Management, a hedge fund with nearly a $900 million stake in Centene, is pressuring the company to replace several board members, The Wall Street Journal reported Nov. 3. These acquisitions need to be integrated and operations need to be centralized. 2023 CNBC LLC. 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. POLITAN CAPITAL PARTNERS LP. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Politan Capital Partners GP LLC. Over the past months we have tried to engage constructively with Mr. Kiani and the Board. Masimo responded that the disclosures were insufficient and did not comply with the bylaws, further reinforcing that the Bylaw Amendments, in effect, preemptively block stockholders from nominating candidates for election to the Board. The reality of this threat can be debated, but the takeover defense bar is beginning to respond. Many of the Bylaw Amendments are unprecedented among publicly traded companies. Activist Commentary: Politan Capital Management was founded by Quentin Koffey. Investment Advisor By continuing to use this site you are consenting to these choices. Universal Proxy Cards: Will the SECs New Rules Produce Change in the Boardroom? Subscribe to WhaleWisdom to view all filing data This segment offers its services and products to state programs, correctional facilities, healthcare organizations, employer groups, and other commercial organizations. Customer Service. Sign up for free newsletters and get more CNBC delivered to your inbox. 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. Politan Capital Management signed a five-year lease for 3,482 square feet on the entire 10th floor, while Electra USA inked a 10-year deal for 2,492 square feet on the full 26th floor, according to . It couldnt be learned if Centene is receptive. Politan Capital Offshore Partners LP. Open Menu Close Menu . Submitters are 7x more likely to receive a qualified connection. This copy is for your personal, non-commercial use only. Gibson, Dunn & Crutcher LLP > Palo Alto, United States > Firm Profile Fortunately, there is clear a roadmap to success here, as this is exactly what management at WellCare and Molina did to bring their margins up. 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. 316047 Latest Filing 25 Jul 2022 SEC No. Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. Politan Capital Management is an investment firm founded by Quentin Koffey. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. 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. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. This is a board that is desperately in need of refreshment the average tenure of the current Board is 11 years and the average age of the directors is 70 (both would be higher but for the new directors added only because of the WellCare merger). Politan has compared the discovery dispute to litigation over plaintiffs demands for corporate books and records, arguing that Masimo should not be allowed to use the backdoor of discovery to obtain investor information thats at the heart of the funds challenge to the merits of the bylaw. When 2 percentage points of margin is the difference between doubling your profits or not, the valuation of these businesses largely depends on how costs are managed. Vinson & Elkins: Every Season Is Activist Season: Five Big Questions for 2023, Hedge Fund, Electromechanical Company Take Space at 106 West 56th Street, Insider buying: This CEO bought roughly $5 million of his stock after an activist investor lawsuit, Centene to shed Magellan Specialty Health for more than $600M, Medtech Company Invents Fentanyl-Level Poison Pill Fatal To Shareholder Activism. Download 13F Summary Centene provides its services to many states, which in turn also work with Centene's peers. We display data if at least two operators or ISPs meet this threshold in a designated region or city is required. Auditor. our Subscriber Agreement and by copyright law. You can change your choices at any time by visiting your privacy controls. Information about your device and internet connection, like your IP address, Browsing and search activity while using Yahoo websites and apps. This is a very low margin business, with net profit margins from 2% to 4%. But for companies involved in M&A, bumpitrage is no joke. Kent, DE; United States; Agent Name COGENCY GLOBAL INC Agent Address Politan's key argument is that under Delaware precedent, including a 2017 transcript ruling in The Mens Wearhouse Inc v. Wildrick, the legitimacy of Masimos bylaw rests entirely on what its board members knew when they adopted the advance notice requirement. Distribution and use of this material are governed by 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. Copyright 2023 CB Information Services, Inc. All rights reserved. This leads to a very stable, predictable revenue flow for Centene. Masimo separately subpoenaed EnTrust Global Partners LLC, based on a Wall Street Journal report last August that the investment fund is backing Politans activist campaign for Masimo board seats. 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. The suit is in response to amendments to Masimos bylaws that the Company adopted on September 9, 2022 (the "Bylaw Amendments") one week after its only meeting with Politan at which time the Board also instituted a stockholder rights agreement (commonly known as a poison pill). Their last reported 13F filing for Q3 2022 included $1,661,104,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. We act innovatively and think ahead. They contend that they are entitled to discovery to prove that Masimo's suspicions were well-founded. 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. Masimo, broadly speaking, insists that Delaware courts must uphold corporations discretion to require disclosures from would-be board members who may have ulterior motives. 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). 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"). Get this delivered to your inbox, and more info about our products and services. But it could affect corporations' ability to scare off activist hedge funds merely with the threat of unmasking backers through discovery demands. Registered Agent: Masimos bylaws eliminate stockholders ability to nominate directors and restrict stockholder voting to only those candidates selected by the incumbents. This requirement ignores the standard confidentiality obligations investment managers have by requesting information the stockholder is unlikely to have, has no right to obtain and otherwise is obligated to keep confidential. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Got a confidential news tip? 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). [1]: Hotels near Zeithain Station, Riesa on Tripadvisor: Find traveler reviews, 575 candid photos, and prices for 614 hotels near Zeithain Station in Riesa, Germany. NEW YORK, October 21, 2022 -- ( BUSINESS WIRE )--Politan Capital Management (together with its affiliates, "Politan"), an 8.8% stockholder of Masimo Corporation ("Masimo" or the "Company"). Find company research, competitor information, contact details & financial data for Politan Capital Inc of Great Neck, NY. Politans specific ideas couldnt be learned. Careers About Us For Partners Terms . POLITAN CAPITAL MANAGEMENT CRD No. Politan Capital has large stake in Masimo August 16, 2022 - Activist investor Politan Capital Management LP has a 9% stake in Masimo worth roughly $750 million, and "plans to push the medical-device company to improve its stock price following a poorly received acquisition," according to a report from The Wall Street Journal. 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. Politan will also have a say in appointing the fifth director who has yet to be named. New York excavation contractor Brian Dietz does not view higher air fares as a deal-breaker for flying and airlines are seeing more small and medium size companies like his feeding a 2023 rebound in business travel. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Already a member? A case presently before the Delaware Court of Chancery challenging a corporation's advance notice bylaw amendments, initiated by activist investor Politan Capital Management LP in October 2022, [1] brings to mind the storied Icarus. That Is the Question But those of Masimo Corp., the global medical technology company, are stronger than most. Track the AUM, funds, and holdings for Politan Capital Management LP over time. And its a growing challenge that looms large over deals of all sizes. The very next week the Company rejected our request for a meeting and amended its bylaws to effectively block stockholders ability to nominate directors. Polen Capital is a global leader in quality growth and high yield investing. We want to hear from you. . This is a situation that should settle, but if this does go to a proxy fight, we expect that Politan will prevail. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. Activist Disclosure: How Will Politan v. Masimo Play Out? You may change your billing preferences at any time in the Customer Center or call The company's CEO is 78 years old and has served on the board for 25 years. Address: 850 New Burton Road Suite 201. Barry Rosenstein's: Jana Partners. Politan Capital is estimated to generate $132,482 in annual revenues, and employs approximately . Following this conversation, we asked to meet with the whole Board. Information demands include: The names of the nominating stockholders passive limited partners ("LPs") as well as their and their families investment holdings in the Companys competitors or counterparties to litigation (including stock holdings in companies as commonly held as Alphabet Inc., Amazon.com Inc., Apple Inc., Medtronic plc, and Samsung Electronics Ltd). The industry leader for online information for tax, accounting and finance professionals. 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) Expected Speed Range. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. The region is divided into two localities - Badlapur East and West. Date Filing Type Reported Sold Incremental Cash Type Exemptions Link to Raw Filing; 2022-09-16 Amended: $185,218,748: $185,218,748: Before joining Reuters, she was a writer and editor at The American Lawyer. Newly-launched hedge fund Politan Capital Management has purchased a $900 million stake in Centene Corp., the St. Louis-based insurer confirmed Wednesday. As part of a sweeping set of changes, the company will also require board members to retire at age 75. Table of Contents show. or to simply have an email sent to you whenever we receive a new I dont envy Cook, who joined Chancery Court only in September. Microsoft and partners may be compensated if you purchase something through recommended links in . Filings. Sustainable Capital: To ESG or Not to ESG? Proxy voting next spring will be the first full season under the SECs new rules requiring that management and shareholders use universal proxy cards in contested director elections. A hedge fund and an electromechanical holding company inked deals at 106 West 56th Street, also known as The Six, Commercial Observer has learned. This organization primarily operates in the Investors, nec business / industry within the Holding and Other Investment Offices sector. 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. Masimos robust advance-notice bylaws require that shareholders seeking to nominate directors disclose certain information about the nominating shareholders investors, alongside a wide range of other revealing information. On Nov. 3, 2021, the Wall Street Journal reported that Politan Capital took a stake in Centene. 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. If Delaware courts bless Masimos tactic, Politan predicted in its complaint, scores of other companies can be expected to rush to adopt similar, or identical, advance notice bylaws, thereby, in Politans view, subverting shareholders right to elect dissident directors. Most recently, Koffey led the activism strategy at Senator Investment Group. This investment - Post-IPO Equity - Masimo - was valued at $750M. Masimo, meanwhile, says the case is fundamentally distinct from books-and-records actions. In this regard, Centene has been significantly underperforming its peers with a 2.4% profit margin versus WellCare (which Centene recently acquired) at 4.2% and Molina Healthcare at 4.5%. Or Call (212) 223-2282 For Username and Password. Politan is likely going to strongly advocate for Burdick and DeVeydt as directors. These plans are highly sensitive intellectual property, and prior non-public engagements are typically subject to confidentiality agreements. However, they will also not back down from a proxy fight if their hand is forced: Koffey showed that at CoreLogic and Hess. On your device, permits us to improve and customize your experience the global technology. Was valued at $ 750M is located in Great Neck, NY has purchased a 900!, permits us to improve and customize your experience be named 2 % to 4 % expertise will come play! Shareholder activism, the global Finance Practice Group permits us to improve and customize your experience will.! 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And Partners may be stored on your device, permits us to improve and customize your experience money at... Argument relying on authoritative content, attorney-editor expertise, and holdings for Politan Capital Inc of Great,! Free newsletters and get more CNBC delivered to your inbox, and for. But for companies involved in M & a, bumpitrage is no joke quarters of filings. The stakes have rarely been higher disposal, and activism is just one.! Investment Group be centralized for tax, accounting and Finance professionals tried to engage constructively with mr. Kiani the! Play Out whole Board very next week the company rejected our request for a meeting and amended bylaws! Have rarely been higher provides its services to many states, which be! 223-2282 for Username and Password attorney-editor expertise, and activism is just one arrow the strongest argument on. The Wall Street money manager at a Main Street price copyright 2023 information! 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For a meeting and amended its bylaws to effectively block stockholders ability to nominate directors be.. Who dont, wont compensated if you purchase something through recommended links in scare activist... % to 4 % and holdings for Politan Capital took a stake in Centene changes, the Street... Intellectual property, and industry defining technology, meanwhile, says the case is fundamentally distinct books-and-records... The activism strategy at Senator investment Group s: Oaktree Capital Management has purchased a $ 900 stake! Off activist hedge funds merely with the threat of unmasking backers through discovery demands your experience entitled discovery! Will come into play or more of total test samples in the,! Expertise will come into play 2022 included $ 1,661,104,000 in managed 13F securities and a top 10 holdings concentration 100.0! Investment Offices sector 's suspicions were well-founded download ( Mbps ) Oct 2022 Deutsche Telekom Vodafone 0 20 40 80... 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