对冲基金经理David Tepper致函惠而浦:批公司配股破坏股东价值

格隆汇
Feb 25

对冲基金Appaloosa Management创办人David Tepper致函惠而浦公司,指责其董事会破坏股东价值,并呼吁对其策略和领导层进行彻底改革。Tepper指出,对公司配股感到震惊,认为是大规模且不必要的股东权益稀释。惠而浦昨宣布配股筹集4.55亿美元,并透过存托凭证发行筹集5.08亿美元。Tepper称,是次融资的成本超过10%,远高于公司在公开市场上经税后调整后的债务成本低于5%,即使管理阶层曾公开表示要降低杠杆率。截至去年底,惠而浦是Appaloosa Management投资组合中的第八大持仓,价值2.82亿美元。

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