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Campaigns / Trian Partners → State Street Corporation
Trian Partners vs. State Street Corporation

State Street Corporation · STT

1 deck published between 2011-10-16 and 2011-10-16 — 41 pages, 41 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2011-10-16 initial thesis

    2011 10 Trian State Street Corp Presentation Oct 2011

    41pp · full_deck

    State Street subsidized growth at the expense of profitability; committing to 35% EBT margins, capital return, and a possible SSgA spin can lift shares from $34 to ~$99 by 2014.