About
Trian Fund Management is a prominent activist investment firm founded in 2005 by Nelson Peltz, Peter May, and Edward Garden. With approximately $5.8 billion in AUM, Trian combines concentrated public equity ownership with deep operational expertise from its founding partners'' 50+ years of operating experience. The firm focuses on consumer, industrial, and financial sectors, investing in high-quality but undervalued companies. Notable campaigns include Procter & Gamble, Disney, DuPont, Heinz, Cadbury, Mondelez, Sysco, and General Electric. Trian has a strong track record of obtaining board seats and working collaboratively with management to drive operational improvements and strategic changes.
Investment Focus
Trian employs a highly engaged shareowner approach, bringing a private equity mindset to public markets. The firm invests in quality companies trading below intrinsic value due to underperformance or undervaluation. Trian works constructively with management and boards to execute operational and strategic initiatives driving long-term earnings growth. The strategy emphasizes improved operational execution, strategic redirection, efficient capital allocation, and increased focus.