Today’s retail activist investors stand at a critical juncture, as unprecedented opportunities to influence publicly traded companies are at their fingertips. The 2021 Meme Stock revolution revealed that individuals have the power to impact capital markets and create meaningful change for the companies they admire.

However, the path to activism isn’t all that clear. Many voices seek to influence emerging activist investors, making it hard to determine how to successfully connect your values and your investments. Like other investors, you may be ready to move beyond socially responsible mutual funds and ETFs, but not sure how to make that happen.

In this hands-on guidebook, capital markets expert John O’Connell guides you, whether you are a new or experienced retail activist investor, through a step-by-step process designed to help you:

• Identify your values
• Invest on your own terms
• Influence the companies in your portfolio

Through a fictionalized case study of a young activist investor, John provides a compelling narrative, a glimpse at the rich history of activist investors and insight into how publicly traded companies operate. John demystifies the activist investing process, demonstrating that it isn’t only the province of the rich and influential.