Overview
Trian Investors 1 : TI1
Trian Investors 1 Limited is a Guernsey domiciled limited company whose investment objective to generate significant capital appreciation through the investment activity of Trian Investors Management, LLC and its parent, Trian Fund Management, L.P. (collectively, “Trian”).
Trian’s investment strategy is to act as a highly engaged shareowner at the companies in which it invests, combining concentrated public equity ownership with operational expertise. This operations-centric investment strategy has been deployed over a variety of market cycles for nearly four decades by Nelson Peltz and Peter W. May, and over the past 15 years with Ed Garden, who are the Founding Partners of Trian.
Investment objective
The Company’s investment objective, through its investment in the Investment Partnership is to generate significant capital appreciation through the investment activity of the Investment Manager and its parent, Trian Fund Management, L.P. (‘‘Trian Management’’ and together with the Investment Manager, ‘‘Trian’’). Trian’s investment strategy is to act as a highly engaged shareowner at the companies in which it invests, combining concentrated public equity ownership with operational expertise.
To find out Trian Investors 1, visit the company’s website by clicking here
TI1 : Trian Investors 1 : TI1
Research History
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05 Jan 2023 9 min read
QuotedData’s Investment Companies Roundup – January 2023
December 2022 Monthly roundup | Investment companies Winners and losers in December 2022 The Financials sector only has two constituents, one of these – Trian Investors 1 – has seen its discount narrow since it promised to return cash to investors by next June, and it has also benefited from underlying NAV appreciation. Last month’s […]
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13 Oct 2022 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2022
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
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06 Dec 2019 6 min read
QuotedData’s investment companies roundup – December 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Income Events New research Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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12 Oct 2018 1 min read
QuotedData’s investment companies roundup – October 2018
QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]
News
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02 Mar 2023 1 min read
QuotedData’s morning briefing 2 March 2023
Cordiant Digital Infrastructure (CORD) says portfolio company České Radiokomunikace (CRA) has signed a 5-year agreement with blue chip pay TV broadcaster AMC Networks International. The agreement, effective from 1 March 2023, allows AMC channels that were up to now only available on subscription or via the internet to be broadcast. This was enabled by CRA’s […]
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19 Jan 2023 2 min read
Trian Investors distributing cash and Ferguson shares to investors
Trian Investors 1 is preparing to make an in-specie distribution of the Ferguson plc shares which were distributed from Trian Investors 1, L.P. to the Company on 6 January 2023. In exchange, there will be a compulsory partial redemption of Trian Investors 1 ordinary shares. The share distribution will be based on investors’ holdings of […]
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15 Sep 2022 2 min read
QuotedData’s morning briefing 15 September 2022
In QuotedData’s morning briefing 15 September 2022, the news is dominated by interim results statements: Downing Renewables and Infrastructure (DORE) has made a great start to the year as it reports an NAV of 115.9p at end June 2022 and a total return for the first six months of the year of 14.1%. The portfolio […]
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02 Sep 2022 1 min read
QuotedData’s weekly news show 2nd September 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Jayna Rana covered the week’s top stories: SDCL Energy Efficiency Income Trian Investors 1 This week’s interview was with Tim Levene from Augmentum Fintech and Andrew McHattie from Investment Trust Newsletter – […]
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12 Aug 2022 1 min read
QuotedData’s weekly news show 12th August 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Independent/Monks • BioPharmaCredit • Trian Investors 1 This week’s interview was with David Smith of Henderson High Income – watch it again here.
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08 Aug 2022 1 min read
QuotedData’s morning briefing 8 August 2022
In QuotedData’s morning briefing 8 August 2022: Aberdeen New India (ANII) has entered into a new three year revolving credit facility of £30m with The Royal Bank of Scotland International, which replaces its £30m loan facility (also with RBSI), which matures on 5 August 2022. £30m of the facility has been drawn down and used […]
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24 Jun 2022 1 min read
QuotedData’s weekly news show 24th June 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: • Triple Point Energy Efficiency • Trian 1 • Urban Logistics This week’s interview was with Pedro Gonzalez de Cosio, manager of […]
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20 Jun 2022 4 min read
Trian shareholders call for EGM to replace three directors for not meeting ‘required standards of corporate governance’
Trian shareholders call for EGM to replace three directors for not meeting ‘required standards of corporate governance’ – An ad hoc committee established by a group of independent investors in Trian Investors 1 Limited has called for an extraordinary general meeting to propose the removal of three of its directors and nominating two others to […]
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31 May 2022 1 min read
QuotedData’s morning briefing 31 May 2022
In QuotedData’s morning briefing 31 May 2022: On 6 May 2022, Foresight Sustainable Forestry (FSF) completed the acquisition of Dove Hill, an afforestation project near Dalry, Scotland with a total area of 70 hectares. The property is said to be well suited for the establishment of a high-yielding woodland creation scheme. It will increase the […]
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14 Apr 2022 2 min read
QuotedData’s morning briefing 14 April 2022
In QuotedData’s morning briefing 14 April 2022: Jupiter Emerging and Frontier Income Trust’s (JEFI) board has looked at the candidates available for a rollover option and decided not to offer any of them. Shareholders will receive cash instead. A proposal to wind up the company will be put to a vote shortly – expect to […]
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07 Sep 2021 3 min read
Trian Investors 1 will plow on regardless
Trian Investors 1 will plow on regardless – Trian Investors 1, which currently holds all of its portfolio in shares in Ferguson, hopes to diversify this. It put the plan to a shareholder vote and it was approved but only by 52:48. The board felt it should consult dissenting shareholders and this is their report, […]
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18 May 2021 1 min read
QuotedData’s morning briefing 18 May 2021
In QuotedData’s morning briefing 18 May 2021: Syncona highlights results from one of its holdings – Freeline. Its chief executive says they are encouraged by the progress seen in patient identification and screening in its FLT190 Phase 1/2 dose-finding trial for the treatment of Fabry disease; they are advancing their FLT201 programme for the treatment of Gaucher […]
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09 Sep 2020 2 min read
QuotedData’s morning briefing 9 September 2020
In QuotedData’s morning briefing 9 September 2020: Trian Investors (TI1), which was set up to invest in a single stock and engage with stakeholders to improve the stock’s value, made its move in July 2019 by acquiring a stake in Ferguson. Ferguson is a leading distributor of plumbing and heating products in North America, as well […]
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04 Sep 2019 1 min read
Trian pleased with developments at Ferguson
Trian pleased with developments at Ferguson – On 13 June 2019, funds managed by Trian announced a 5.98% interest in the shares of Ferguson, valued at approximately GBP736 million at that time. This company had invested approximately GBP250 million of that, at an average cost of GBP52.85 per share. In addition, because Ferguson receives the vast majority […]
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13 Jun 2019 1 min read
Trian Investors 1 invests in Ferguson
Trian Investors 1 invests in Ferguson – Trian Investors 1, which was set up to invest in a single stock and engage with stakeholders to improve the stock’s value, has finally made its move, acquiring a stake in Ferguson. Funds managed by Trian Fund Management, L.P. and Trian Investors Management, LLC, including the fund through […]
In The Press
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20 Dec 2018 1 min read
2018 new issue review
2018 new issue review – QuotedData’s James Carthew talks to Citywire’s Jen Hill about 2018’s clutch of new issues Investors were given an eclectic mix of opportunities within alternatives, in contrast to recent years when high-yielding propositions drove the vast majority of launches. The return of private equity and private equity like strategies – Augmentum […]
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02 Oct 2018 1 min read
Investment Trust Insider : Breath-taking range of new trust launches
Investment Trust Insider : Breath-taking range of new trust launches James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : Breath-taking range of new trust launches The scale of fund raising being attempted in the investment companies sector at the moment might be unprecedented. Previous […]