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Proxy Advisor Sides With Trian Management's Peltz In DuPont Fight

2015-04-27 20:00:05| Chemicals - Topix.net

I'm a staff writer on Forbes' investing team, where I cover banks, asset managers and corporate mergers. I'm on the lookout for the next big thing being pitched on Wall Street and I like to tell the good, the bad and the ugly stories of deal making that investors missed.

Tags: fight sides proxy advisor

 

DuPont (DD), PepsiCo (PEP), Mondelez (MDLZ): Activist Billionaire Nelson Peltz Beats the Market in Q1

2015-04-15 04:56:25| Chemicals - Topix.net

Nelson Peltz 's Trian Partners is embroiled in a vicious proxy fight with E. I. du Pont de Nemours and Company , which occupies the top spot in its equity portfolio. However, that hasn't stopped the activist fund manager from delivering solid returns to his investors.

Tags: market nelson beats activist

 
 

Nelson Peltz Explains Why Jeffrey Sonnenfeld Is Wrong In His Analysis On Trian Partners

2015-04-04 20:20:39| Chemicals - Topix.net

Jeffrey Sonnenfeld, management expert and professor at Yale School of Management, recently wrote an op-ed in The Wall Street Journal arguing that in the past several years index funds have outperformed activist hedge funds. Sonnenfeld was particularly critical of Trian Fund Management founder Nelson Peltz.

Tags: on analysis partners wrong

 

DuPont rejects four Peltz nominees

2015-03-13 22:34:01| Chemicals - Topix.net

DuPont rejected hedge fund Trian's proposal of four nominees, according to a letter to activist investor Nelson Peltz from the company's board on Friday. Trian wants two of its nominees, including Peltz, on the DuPont Board and two on the Chemours Board, Dupont said.

Tags: dupont rejects nominees peltz

 

DuPont strikes back at Peltz as proxy war heats up

2015-02-17 20:15:46| Chemicals - Topix.net

Trian, which owns a 2.68 percent stake in DuPont, has urged shareholders to vote Peltz and three other nominees to the company's board, calling the proxy vote a "referendum on DuPont's financial performance." Up to Friday's close, DuPont's shares had risen 18 percent in the last 12 months, compared with a 7 percent increase for Dow Chemical Co ( Dow Chemical averted a proxy fight with Dan Loeb's hedge fund, Third Point LLC, last November by agreeing to add four independent directors to its board.

Tags: back up war proxy

 

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