Trian Partners Latest Presentation: DuPont Rhetoric by Stock Pucker
April 25, 2015
Trian Partners put out another short (13-slide) presentation re: DuPont yesterday. This comes as the annual meeting is set for May 13 and ISS is expected to make its recommendation in a week or so. The latest presentation is basically a rebuttal piece, where Trian takes various statements that DuPont has made in the past and rebuts them, hence the title, DuPont Rhetoric vs. Reality.
Here are the slides, Trian’s Presentation from April 24. The two key slides from the deck:
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
The first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More
Trian’s previous presentation on $DD here, Trian Partners 13D Investor Summit | DuPont ($DD) Presentation
See full presentation below.