Top 15%
Global Activist
Bloomberg, based on number of campaigns.
500%+
Shareholder Return*
For Fossil Group, Inc. (NASDAQ: FOSL) shareholders within approximately 2 years of securing board representation.
$20B+
Financial Misstatements Exposed / Vindicated
Through disclosure changes, SEC enforcement action, or bankruptcies.
* The 500%+ return figure for Fossil Group, Inc. (NASDAQ: FOSL) assumes a shareholder held their shares continuously from March 24, 2024, for approximately two years forward.
Diligent strategies for Sophisticated investors.
Most undervalued companies are mispriced because of solvable governance problems—not broken businesses. Buxton Helmsley engages first as a partner: candid, patient, and committed to a constructive resolution at the boardroom table. When that path fails to protect investors, we are equally prepared to escalate by whatever legitimate means the situation requires.
Latest Dispatch · Featured Insights Article
The Manufactured Exit: How Continuation Vehicles and NAV Loans Turned Private Equity's Liquidity Drought Into Reported Distributions—and What Institutional Investors Must Demand Before They Sign the Next Election Form
"On the surface, 2025 was the year private equity's liquidity problem began to heal. The global secondary market cleared a record $240 billion in transaction volume, a 48 percent increase over the prior year and the largest annual total ever recorded.¹ Exit values surged. Sponsors circulated the improvement in fundraising decks. Yet beneath the headline, the cash-on-cash reality facing limited partners barely moved: distributions as a percentage of net asset value came in at roughly 14 percent for 2025, a level last seen during the 2008–2009 financial crisis, marking the fourth consecutive year below 15 percent—an industry record for sustained illiquidity."
Read
Precision, Conviction, Accountability
Buxton Helmsley employs a concentrated, research-intensive investment process grounded in forensic financial analysis and an institutional understanding of securities regulation. The firm takes meaningful positions in a select number of companies where it has developed high-conviction views on value, and engages constructively with management and boards to realize that value for all investors.
I.Conviction
Concentrated portfolio of high-conviction positions in companies undervalued by solvable governance failures—not broken businesses.
II.Diligence
Investment process rooted in forensic financial analysis—distinguishing fixable inefficiencies from structural decline.
III.Partnership
Constructive engagement with boards and management teams—collaborative, candid, and patient as our default path.
IV.Resolve
Disciplined escalation, by every legitimate means, when constructive engagement falls short of protecting investors.
Industry Recognition
Buxton Helmsley has been recognized by leading financial publications and industry analysts for our commitment to excellence and results.
Activism Vulnerability Report
Fossil Group CEO Kosta Kartsotis Steps Down Amid Strategic Review
Buxton Helmsley Issues Letter to EchoStar Directors
Mallinckrodt to file Ireland's second-largest examinership case within days
Investor names director candidates at Fossil Group after stock price drop
The 2024 Retail Activism Campaigns We're Watching
Activism Vulnerability Report
Fossil Group CEO Kosta Kartsotis Steps Down Amid Strategic Review
Buxton Helmsley Issues Letter to EchoStar Directors
Mallinckrodt to file Ireland's second-largest examinership case within days
Investor names director candidates at Fossil Group after stock price drop
The 2024 Retail Activism Campaigns We're Watching
Partner with Buxton Helmsley
Rigorous analysis.
Proactive engagement.
Disciplined execution.
Discover how our disciplined approach to governance and management expertise delivers exceptional outcomes.
Request Information
Learn how our approach to active ownership, fundamental research, and corporate engagement drives long-term value creation across market environments.