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L13Case note

Shareholder Engagement in the Field of Search Funds: A Tool in Support of Culture and Performance

Jan Simon, Ann-Sophie Kowalewski. (2025)

IESE ST-667-E, 15 pp

Dated March 2025. Starts from "the accelerating growth of the asset class and its institutionalization", noting that some US searchers "had CapTables where individual investors accounted for less than 15%", and applies the shareholder engagement literature to search fund investors, ending with guiding principles. Conceptual; uses counts from the 2024 Stanford and IESE studies.

Source

Full citation

Jan Simon, Ann-Sophie Kowalewski. (2025). Shareholder Engagement in the Field of Search Funds: A Tool in Support of Culture and Performance. IESE ST-667-E, 15 pp.

https://media.iese.edu/research/pdfs/ST-0667-E.pdf

This page describes a work published elsewhere. The summary, where present, states what the authors claim; it is not the school's position. Read the source before quoting a figure.