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Tax Inversion Targets


Targeting Lower Taxes

Tax inversion is all the rage in Corporate America these days as companies look to reduce their tax bill. The strategy helps US companies move their domicile to lower-tax destinations by merging with or acquiring an offshore based company. More than 50 companies have reincorporated themselves in countries like Ireland and the Netherlands in the last 10 years[1], due to tax rates of about 12.5% compared with 35% for the US, the highest among all developed nations.[2] While the target company shareholders are rewarded with high acquisition premiums, the acquirer companies also create shareholder value by reducing their tax liability and funneling higher cash flows to investors in the form of dividends and share buybacks. In fact, research has shown that companies involved in inversion deals have outperformed the market by almost 13% in the first year.[3] Companies in the motif are located in tax havens such as Ireland, Cayman Islands and Bermuda and may be primed for a takeover by US companies looking to reduce their tax bill. See more
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Motif Index 1 YR Return
Tax Inversion Targets Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
30.6% United Kingdom 6.2%
8.8% RELX PLC RELX 9.6%
6.8% 8xxxxx 8xx 8xx 88.8%
5.3% 8xxxxxx 8xxxxxxxxxxx 8xxxxxx 8xx 8x --
5.1% 8xxxx 8 8xxxxx 8xxxx 8xxx 8xx 88.8%
4.7% 8xxxxx 8xxxxxxx 8xx 8xxx --
27.4% Bermuda 14.0%
8.2% Ship Finance International Limited SFL 9.2%
6.3% 8xxxxxx 8xxx 8 88.8%
5.2% 8xxxxxx 8xxx 8xxxx 8 8xx 88.8%
4.7% 8xxxx 8x 8xxx 8xxxxxx 8xxx 88.8%
3.0% 8xxxxxx 8xxxxxxxxx 8xxxx 8xxx 8xxx 88.8%
14.0% Ireland 7.0%
7.7% Ingersoll-Rand plc (Ireland) IR 24.4%
3.3% 8xxxxxx 8xxx 8xx 88.8%
3.0% 8xxxxxxx 8xx 8xxx 88.8%
12.0% Netherlands 0.4%
5.8% 8xxxxxxxxxx 8xxxxxx 8xxx 8xx 88.8%
4.3% 8xxxxxxxx 8xxxxxx 8xxx 8xxxx 8xxxxxx 8xx 8xxx 88.8%
2.0% 8xxxx 8xxxxx 8 8xxxxxx 8xxx 8xxx 88.8%
6.1% Channel Islands 14.3%
3.9% 8xx 8xx 8xxxxxxx 8xxxxxxxxx 8xxxxx 8xx 88.8%
2.2% 8xxxxxxx 8xxx 88.8%
5.6% Switzerland 13.3%
5.6% 8x 8xxxxxxxxxxx 8xxx 8xx 8xxxxxxxxxx 8xx 8xx 88.8%
4.3% Cayman Islands 30.6%
4.3% 8xxxx 8xx 8xxxx 8xxxxxx 8xxx 8xx 88.8%

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