Why is hedge fund activism procyclical

2013; RELX Group (Netherlands); Linguagem: Inglês

ISSN

1556-5068

Autores

Mike Burkart, Amil Dasgupta,

Tópico(s)

Banking stability, regulation, efficiency

Resumo

We provide a theoretical model to explain the procyclicality of hedge fund activism. In our model, hedge funds which compete to retain investor ‡ows excessively increase the net leverage of target …rms in order to deliver high short-term payouts and signal their ability. Such excessive leverage leads to debt overhang in economic downturns, thereby destroying incentives for activism and engendering procyclicality. Our model thus provides a theoretical explanation that links the procyclicality of hedge fund activism with increases in the leverage or payouts ratios of target …rms. In addition, the model generates several new testable implications and reconciles seemingly contradictory evidence on the

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