◆ Contrarian Corpus
Campaigns / Glenview → Health Management Associates
Glenview vs. Health Management Associates

Health Management Associates · HMA

2 decks published between 2013-07-01 and 2013-08-01 — 76 pages, 76 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2013-07-01 proxy fight

    2013 07 Glenview HMA Presentation Jul 2013

    54pp · full_deck

    HMA's insular 17-year-tenure board drove a Lost Decade of <1% TSR; replace all directors with Glenview's blue-chip slate to fix governance, compensation, and capital allocation.

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  2. 2013-08-01 proxy fight

    2013 08 Glenview HMA Board Change Presentation Aug 2013

    22pp · full_deck

    HMA's incumbent board destroyed 25% of independent value before rushing a sale to Community Health Systems; Glenview's Fresh Alternative board protects the deal and recovers upside.