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Strategic Management Journal 1996

EXPLAINING VARIANCE IN THE PERFORMANCE OF LONG‐TERM CORPORATE BLOCKHOLDERS

James D. Bogert

Oklahoma State University

Abstract

This study measures and explains variance in the performance of corporations that purchase and hold blocks of stock in other corporations. Results show that following the purchase of between 5 and 50 percent of a target corporation's common stock, blockholder performance improves on average for 15 months. After 3, 7, 11, and 15-month intervals, performance is positively associated with (1) investments in targets that are suppliers or customers, (2) targets that make cross-investments into the equity securities of the blockholder, and (3) a blockholding value ratio that contrasts the value of the blockholding with the value of the blockholder.

DOI
10.1002/(sici)1097-0266(199603)17:3<243::aid-smj802>3.3.co;2-4
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