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I'm not an activist for the sake of being an activist. I'm an investor who wants to make money.
investing— CNBC Interview, 2017
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We believe that the best investment we can make is in the companies we know best.
investing— Trian Fund Management investor presentation, 2014
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Management teams that are complacent are destroying value. That's not acceptable when you're a public company.
corporate-governance— Wall Street Journal interview, 2017
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A board seat gives us the ability to effect change from the inside. That's always better than shouting from the outside.
strategy— Financial Times interview, 2018
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We do more homework on these businesses than most people. We have to — we're putting hundreds of millions of dollars behind the idea.
research— Bloomberg Television, 2016
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Capital allocation is the most important job a CEO has. Most of them aren't very good at it.
financial-philosophy— Trian Fund white paper on Procter & Gamble, 2017