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Pershing Square vs. Pershing Square Holdings Portfolio (multi-position)

Pershing Square Holdings Portfolio (multi-position) · PSH

1 deck published between 2017-01-26 and 2017-01-26 — 95 pages, 95 analysed slides total.

follow up

Timeline

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

  1. 2017-01-26 follow up

    2017 01 2016 PSH Annual Update Presentation FOR DISTRIBUTION

    95pp · full_deck

    After a -13.5% 2016 driven by Valeant, Pershing recaps a concentrated portfolio (Mondelez, Air Products, Restaurant Brands, Chipotle) where margin and turnaround catalysts should restore long-term outperformance versus the S&P.