Tag Archives: Trian Fund Management

Will Nelson Peltz’s Procter & Gamble(PG) Stake Lead To Spinoffs?

Nelson Peltz is legendary for successfully pushing for structural change at large companies.  This has often resulted in spinoffs of disparate divisions. Last week, Peltz’s investment vehicle, Trian Fund Management, disclosed a $3.5 billion stake in Procter & Gamble(PG). Peltz steps into the shoes of Bill Ackman, who several years ago took an activist position in P&G, only… Read More »

Nonstick: DuPont May Spin Off Performance Chemical Business Including Teflon

There are few companies in America with as long a history as DuPont (DD). Started as a gunpowder mill in Delaware in 1802, the company has been a fixture on the American business landscape for over two centuries. DuPont was a force behind the creation and growth of General Motors (GM) and invented many of the signature materials… Read More »

Mondelez International Attracting Big Name Investors Like Ackman and Peltz

News of Nelson Peltz’s Trian Fund Management ridding itself of all Kraft related positions turned out to be off…very off. In an amended Q4 13F filing released last week, the hedge fund revealed a large stake of over 19 million shares (a bit more than $600m worth) in Kraft’s international snacks spinoff Mondelez International (MDLZ). There was still… Read More »

Peltz Gains Board Seat, Pushes for Breakup at Ingersoll Rand

This author wonders what activists will do once the market’s conglomerates have all been broken up.  Nelson Peltz of Trian Group gaining a board seat at Ingersoll Rand may be the latest harbinger of yet another spinoff on the horizon.  Peltz had been trying to get a board seat and push for change but the company up to this point… Read More »

State Street In The Crosshairs

Why not catch up on some news while we await word of the potential ‘spinoff’ of countries from the Euro Zone? Activist investors have recently notched a number of wins by getting companies to agree to break up (McGraw-Hill, L-3 etc.) in order to generate shareholder value. I am sure they also don’t mind the boost in their… Read More »