New York (HedgeCo.net) \u2013 At the Delivering Alpha Conference in New York on Wednesday, investors were given a glimpse of what some of the hedge fund industry\u2019s brightest managers are thinking and doing with their money at this time.<\/p>\n
Some of the highlights included Nelson Peltz, CEO of Trian Fund Management, talking about DuPont, Pepsico and McDonald\u2019s. Trian just lost in a fight with DuPont to land seats on the board, but Peltz seemed to take it in stride, stating that \u201c”We want management and the board to do a good job. We’d rather be rich than right.”
\nWith regard to Pepsico, Peltz stated that the company is \u201cpositioned to meet or beat earnings every quarter from here on in.”<\/p>\n
When it came to McDonald\u2019s Mr. Peltz wasn\u2019t as kind, stating that the “culture and mindset” at McDonald’s “has to be turned upside down.”<\/p>\n
Rick Pendergraft
\nResearch Analyst
\nHedgeCoVest<\/p>\n","protected":false},"excerpt":{"rendered":"
New York (HedgeCo.net) \u2013 At the Delivering Alpha Conference in New York on Wednesday, investors were given a glimpse of what some of the hedge fund industry\u2019s brightest managers are thinking and doing with their money at this time. Some […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,3,16048],"tags":[],"class_list":["post-49201","post","type-post","status-publish","format-standard","hentry","category-hedgeco-networks-press-releases","category-hedgeco-news","category-hedgecovest-news"],"_links":{"self":[{"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/49201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=49201"}],"version-history":[{"count":1,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/49201\/revisions"}],"predecessor-version":[{"id":49202,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/49201\/revisions\/49202"}],"wp:attachment":[{"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=49201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=49201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=49201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}