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Saba Launches Board Requisition at Workspace and Proposes Disposal‑and‑Buyback Plan

The activist investor says selling noncore properties to fund share repurchases would close a roughly 50% gap to net asset value faster than Workspace’s reinvestment strategy.

Overview

  • Saba Capital says it owns about 24.7% of Workspace and has formally requisitioned a vote to replace the company’s incumbent non‑executive directors with six nominees to change board oversight.
  • The firm argues Workspace’s shares trade at roughly a 50% discount to net asset value and that closing that gap is the central reason it has launched the campaign.
  • Saba’s Value Creation Strategy calls for three tranches of disposals—an initial 21 priority noncore assets, a second phase of 19 assets, and a final 16‑asset opportunity list—funding targeted share buybacks.
  • The group contrasts its faster disposal‑and‑repurchase approach with Workspace’s recently announced management plan to reinvest disposal proceeds to upgrade properties, which Saba says will take years and carries execution risk.
  • The dispute will play out through shareholder engagement and a proxy vote, and could change how Workspace allocates capital, how properties are managed, and how returns are delivered to ordinary shareholders.