Brand Est. 2014 · New York
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.
- 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.
Latest DispatchWhat Carter's Cost of Goods Sold Did Not ContainReadPrecision, 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.
Our Process- Conviction
Concentrated portfolio of high-conviction positions in companies undervalued by solvable governance failures—not broken businesses.
- Diligence
Investment process rooted in forensic financial analysis—distinguishing fixable inefficiencies from structural decline.
- Partnership
Constructive engagement with boards and management teams—collaborative, candid, and patient as our default path.
- Resolve
Disciplined escalation, by every legitimate means, when constructive engagement falls short of protecting investors.
Build a career at Buxton Helmsley.
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
Built on institutional foundations.
Independent assurance, third-party administration, segregated custody and execution, and specialist counsel. Each function is held by an outside firm engaged for it—the same separation Buxton Helmsley expects of the companies it engages.
Independent audit services for fund and GP/ManCo structure.
NAV calculation, investor services, and regulatory reporting.
Trade execution, clearing, and custody services.
Trade execution, clearing, and custody services.
Securities litigation, enforcement defense, and shareholder disputes.
Fund matters, activist campaign strategy, proxy contests, and corporate governance.
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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