Trian is a highly engaged shareowner, bringing a private equity mindset to the public markets

Trian Partners Barrons Photo
From Left to Right: Nelson Peltz, Ed Garden and Peter May

Founded in 2005, Trian Fund Management, L.P. (“Trian”) is a multi-billion dollar investment management firm with approximately 50 employees. Trian is a highly engaged shareowner that combines concentrated public equity ownership with operational expertise. Leveraging the 40+ years’ operating experience of our Principals, Nelson Peltz, Ed Garden and Peter May, Trian seeks to invest in high quality but undervalued and underperforming public companies and to work collaboratively with management teams and boards to help companies execute operational and strategic initiatives designed to drive long-term sustainable earnings growth for the benefit of all shareholders.

Feedback From Our Portfolio Companies

“We respect Nelson Peltz as a highly engaged shareowner and investor, and look forward to his contributions as a member of P&G’s Board. We have had constructive discussions with Nelson and we are committed to working together for the best interests of all P&G shareholders.”1

– David S. Taylor (Chairman, President and CEO of P&G)

“… Peter bring[s] [a] strong operational and financial track record, which will benefit both our Board and our company. I look forward to working with [him], as well as our other Directors, as we enter our next chapter.”2
– Dirk Van de Put (CEO of Mondelēz International)

“Ed has played an invaluable role on our board over the last five years. His judgment, financial acumen and commitment to the success of our firm have benefited our people and our shareholders. We are a much better company due to Ed’s contributions.”3

– Charlie Scharf (Chairman and Chief Executive Officer of BNY Mellon)

“We welcome Trian’s return as a significant Legg Mason shareholder and the addition of Nelson and Ed to our Board of Directors. Their experience in the asset management industry will be valuable as we pursue our common goal to increase value for Legg Mason clients and shareholders. We look forward to working closely and constructively with Nelson and Ed to achieve this objective.”4

– Joseph A. Sullivan (Chairman and Chief Executive Officer of Legg Mason)

“We are firmly committed to enhancing value for all Sysco shareholders and always welcome constructive input toward driving long-term shareholder value.  Nelson and Josh will bring our Board an informed perspective based on their significant experience in the food products industry. We have engaged in constructive dialogue with Nelson and Josh and look forward to benefiting from their insights and contributions.”5

– Jackie Ward (Former Non-Executive Chairman of Sysco’s Board of Directors)

1 P&G Press Release dated December 15, 2017
2 Mondelēz Press Release dated February 13, 2018
3 BNY Mellon Press Release dated May 20, 2019
4 Legg Mason Press Release dated May 20, 2019
5 Sysco/Trian Press Release dated August 20, 2015