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
Presumed Genuine: How Generative AI Made Forgery Free While Audit Standards Still Permit Auditors to Take Documents at Face Value—and What Institutional Investors Must Demand Before the Rules Catch Up
"In January 2024, a finance employee in the Hong Kong office of Arup, the London-based engineering firm behind the Sydney Opera House, received an email that appeared to come from the company's United Kingdom-based chief financial officer. The message described a confidential transaction requiring his discreet assistance. He suspected phishing—exactly as his training had taught him to. So the attackers escalated. They invited him to a video conference, and on that call he saw and heard the chief financial officer, along with colleagues he recognized. Reassured by the faces and voices of people he knew, he executed fifteen wire transfers totaling HK$200 million, approximately $25 million, into five local bank accounts."
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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.
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