Trian Partners Activist Presentation Deck
What Differentiates Trian?
Long-Term
Operations & Strategy
Focused
Highly Collaborative
Engagement with
Management & Boards
ā
Average investment horizon of ~7 years and
growing when Nelson Peltz joins the board of a Trian
portfolio company, longer than the average holding
period of US equity mutual funds(1)
Stable "blue-chip" capital base, with substantial
amount of capital locked up for multiple years
Focused on optimizing long-term strategy and income
statement performance
Track record investing in growth, including R&D,
marketing and capex, and driving earnings
improvement
Several former CEOs and Directors that we've
worked with serve as Trian Advisory Partners; many
more serve as references
Having been in the CEO seat, we appreciate that
change does not happen overnight
(1) MFS White Paper Series, "Lengthening the Investment Time Horizon," July 2017. According to the paper, the average holding period of the largest 20 US open-ended mutual
fund categories as of December 31, 2016 was 1.62 years.
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