TRIAN FUND MANAGEMENT Overview
Trian Fund Management Lp is a hedge fund that manages 11.3 BN dollars in regulatory AUM and has 40 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/11 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 34% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/11 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 34% of the manager's regulatory AUM.
TRIAN FUND MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRIAN FUND MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FERG | 30.4% | Industrials | 43.54% | 7.2% | 11 | 4% | ||
| IVZ | 20.11% | Financials | 39.69% | 2.78% | 9 | 7% | ||
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FEATURED IN
TRIAN FUND MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory A. Essner | Chief Financial Officer | November-2005 |
| Stuart I. Rosen | General Counsel | November-2005 |
| Nelson &. Peltz | Chief Executive Officer And Limited Partner | September-2005 |
| Peter W. May | President And Limited Partner | September-2005 |
| Edward P. Garden | Chief Investment Officer And Limited Partner | September-2005 |
| Brian L. Schorr | Chief Legal Officer | November-2005 |
| Howard M. Felson | Chief Compliance Officer And Assistant General Counsel | March-2011 |
TRIAN FUND MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
TRIAN FUND MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The descriptions set forth in this Brochure of specific advisory services that the Adviser offers to clients, and investment strategies pursued and investments made by the Adviser on behalf of its clients, should not be understood to limit in any way the Adviser's investment activities. The Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that the Adviser considers appropriate, subject to each client's investment objectives and guidelines. The investment strategies the Adviser pursues are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
A. Analysis, Sources of Information and Valuation
The Adviser employs fundamental analysis, including equity valuation ...
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The descriptions set forth in this Brochure of specific advisory services that the Adviser offers to clients, and investment strategies pursued and investments made by the Adviser on behalf of its clients, should not be understood to limit in any way the Adviser's investment activities. The Adviser may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that the Adviser considers appropriate, subject to each client's investment objectives and guidelines. The investment strategies the Adviser pursues are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
A. Analysis, Sources of Information and Valuation
The Adviser employs fundamental analysis, including equity valuation ...
Unlock Full Investment Process Description
TRIAN FUND MANAGEMENT Portfolio Concentration
TRIAN FUND MANAGEMENT Location
280 PARK AVENUE, 41ST FLOOR
NEW YORK, New York
UNITED STATES, 10017-1217
NEW YORK, New York
UNITED STATES, 10017-1217
TRIAN FUND MANAGEMENT Contact Information
Phone Number: 212-451-3000
Fax Number: 212-451-3134
Website: http://www.trianpartners.com (see also schedule d miscellaneous)
Fax Number: 212-451-3134
Website: http://www.trianpartners.com (see also schedule d miscellaneous)
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