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 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 91% of the manager's regulatory AUM.

TRIAN FUND MANAGEMENT StockAlpha

+3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRIAN FUND MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SYY 21.05% Cons. Staples 11.57% 3.07% 10 13%
GE 21.02% Industrials 6.45% -0.55% 2 34%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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
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Prime Broker Pro
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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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TRIAN FUND MANAGEMENT Portfolio Concentration

TRIAN FUND MANAGEMENT Location

280 PARK AVENUE, 41ST FLOOR
NEW YORK, New York
UNITED STATES, 10017-1217

TRIAN FUND MANAGEMENT Contact Information

Phone Number: 212-451-3000
Fax Number: 212-451-3134
Website:

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Disclaimer

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