NP

Nelson Peltz

13F
TRIAN FUND MANAGEMENT, L.P.
Last update 2024-02-14 9 Stocks (0 new)
Value $7.01 Bil Turnover 0 %
Countries:
Top Holdings: DIS(41.67%)JHG(13.71%)FERG(11.55%)WEN(8.75%)IVZ(8.64%)
Portfolio Report

Nelson Peltz Profile

Nelson Peltz has been CEO and a Founding Partner of Trian since November 2005. Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company. Peltz is also a director of The Procter & Gamble Company, Invesco Ltd. and Madison Square Garden Sports Corp. (f/k/a The Madison Square Garden Company). Trian invests in a concentrated portfolio of undervalued and underperforming public companies, typically within the Consumer, Industrial and Financial Services sectors, where it aims to enhance long-term shareholder value through operational and strategic initiatives.

Nelson Peltz Investing Philosophy


Trian aims to bring an ownership mentality to public market investing through the following pillars:
Asymmetric Risk/Reward: Trian's focus on high-quality, mid-to-large cap companies with time-tested business models offers a favorable risk/reward dynamic and less competition among peers given barriers to entry.
Long-Term, Operational Focus: Trian's private equity-like, operations-centric investment process is designed to generate income statement initiatives focused on driving earnings growth over the long term.
Collaborative Engagement: Trian's approach as a highly engaged shareowner with significant reputational capital allows Trian to build trust with management teams, boards and other stakeholders.
ESG: Trian promotes and supports, particularly through board representation, the implementation of ESG initiatives that it believes will lead to improved company culture and drive long-term financial performance.
Summary Stock Picks Current Portfolio
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