Trian Partners (Peltz, May, and Garden)

Trian Partners

Trian was created in 2005 with a focus on an operations-centric investment strategy. They leverage the three founders experience in operations to identify need and implement change at targeted companies.

One of my personal favorite aspects of Trian is with each activist campaign they release an analysis that outlines a well researched reason for the campaign and some thoughts around solutions. It is a great tool for the aspiring activist to get at inside look at the due diligence required for a campaign.

They have executed three major activist campaigns to date:

DuPont:

September 2014: Press Release and Analysis

PepsiCo:

March 2014: Press Release and Analysis

February 2014: Press Release and Analysis

Lazard:

June 2012: Press release and Analysis

Lazard stock has had remarkable performance post-2012:

Lazard Stock Price

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