Cognizant Technology Solutions (CTSH)

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Thesis: Activist defense (for management) slide · 80%

Improved Alignment of Incentives: We believe that Cognizant should introduce more appropriate compensation criteria which include far less reliance on revenue growth and instead allocate weight towar

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governance 80%

Advocating for board refreshment and compensation committee oversight

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This is page 14 of a shareholder letter, likely from an activist investor (Elliott Management) targeting Cognizant.