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Podcast: The Meb Faber Show - Better Investing
Episode: Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316
Description: In episode 316, we welcome our guest, Dianne McKeever, Co-founder and Chief Investment Officer of Ides Capital, which has been cited as the only woman-led activist fund.In today’s episode, we’re talking all about activist investing. Dianne shares how she went from a Berkshire fan to becoming an activist. She shares the ins and outs of the process, from sourcing names to engaging with management teams. Then we talk about how ESG fits into her activism campaigns.Of course, we walk through a few names in Dianne’s book and hear the story of her ca...