Hedge Fund Presentations By World's Renowned Activist Investors

10X EBITDA

9 min read Original article ↗

We encourage students to learn from the following hedge fund presentations made by the world’s best investors. These investors are the best and brightest of our time and have generated returns far above peers. We encourage every student aspiring to break into the industry to carefully study their work.

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  • Fund: Pershing Square
  • Idea: Howard Hughes Corporation
  • Sector: Real Estate
  • Date: February 2025

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  • Fund: Elliott Management
  • Idea: Phillips 66
  • Sector: Natural Resources
  • Date: February 2025

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  • Fund: Pershing Square
  • Idea: Uber
  • Sector: TMT
  • Date: February 2025

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  • Fund: Pershing Square
  • Idea: Fannie & Freddie
  • Sector: Financials
  • Date: January 2025

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  • Fund: Trian
  • Idea: Solventum
  • Sector: TMT
  • Date: January 2025

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  • Fund: Greenlight Capital
  • Idea: Peloton
  • Sector: Consumer
  • Date: October 2024

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  • Fund: Starboard Value
  • Idea: Pfizer
  • Sector: Healthcare
  • Date: October 2024

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  • Fund: Starboard Value
  • Idea: Salesforce
  • Sector: TMT
  • Date: October 2024

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  • Fund: Starboard Value
  • Idea: Autodesk
  • Sector: TMT
  • Date: August 2024

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  • Fund: Elliott Management
  • Idea: Southwest Airlines
  • Sector: Industrials
  • Date: June 2024

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  • Fund: Greenlight Capital
  • Idea: Solvay
  • Sector: Industrials
  • Date: April 2024

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  • Fund: ValueAct
  • Idea: Disney
  • Sector: TMT
  • Date: March 2024

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  • Fund: Starboard Value
  • Idea: Fortrea
  • Sector: Healthcare
  • Date: October 2023

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  • Fund: Starboard Value
  • Idea: News Corp
  • Sector: TMT
  • Date: October 2023

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  • Fund: Starboard Value
  • Idea: GoDaddy
  • Sector: TMT
  • Date: October 2023

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  • Fund: Elliott Management
  • Idea: Goodyear
  • Sector: Industrials
  • Date: May 2023

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  • Fund: Greenlight Capital
  • Idea: Vitesco
  • Sector: Industrials
  • Date: May 2023

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  • Fund: Trian
  • Idea: Disney
  • Sector: TMT
  • Date: March 2023

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  • Fund: Soroban
  • Idea: Union Pacific
  • Sector: Industrials
  • Date: February 2023

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  • Fund: Trian
  • Idea: Disney
  • Sector: TMT
  • Date: January 2023

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  • Fund: Starboard Value
  • Idea: Multiple
  • Sector: TMT
  • Date: October 2022

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  • Fund: Carl Icahn
  • Idea: McDonald's
  • Sector: Consumer
  • Date: May 2022

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  • Fund: Starboard Value
  • Idea: Huntsman Corporation
  • Sector: Industrials
  • Date: March 2022

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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: February 2022

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  • Fund: ValueAct
  • Idea: 7-Eleven
  • Sector: Consumer
  • Date: February 2022

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  • Fund: Greenlight Capital
  • Idea: Teck Resources
  • Sector: Natural Resources
  • Date: May 2021

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  • Fund: Elliott Management
  • Idea: Sampo Group
  • Sector: Financials
  • Date: November 2020

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  • Fund: Elliott Management
  • Idea: Crown Castle
  • Sector: TMT
  • Date: July 2020

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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: February 2020

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  • Fund: Trian
  • Idea: Ferguson
  • Sector: Industrials
  • Date: November 2019

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  • Fund: Elliott Management
  • Idea: Marathon Petroleum
  • Sector: Natural Resources
  • Date: September 2019

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  • Fund: Third Point
  • Idea: Sony
  • Sector: TMT
  • Date: June 2019

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  • Fund: Starboard Value
  • Idea: Bristol-Myers
  • Sector: Healthcare
  • Date: March 2019

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  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: March 2019

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  • Fund: Trian
  • Idea: PPG Industries
  • Sector: Industrials
  • Date: October 2018

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  • Fund: Pershing Square
  • Idea: Starbucks
  • Sector: Consumer
  • Date: October 2018

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  • Fund: Third Point
  • Idea: Campbell
  • Sector: Consumer
  • Date: October 2018

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  • Fund: Third Point
  • Idea: Nestlé
  • Sector: Consumer
  • Date: July 2018

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  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: April 2018

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  • Fund: Elliott Management
  • Idea: Hyundai
  • Sector: Industrials
  • Date: April 2018

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  • Fund: Greenlight Capital
  • Idea: Assured Guaranty
  • Sector: Financials
  • Date: April 2018

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  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: April 2018

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  • Fund: Marcato
  • Idea: Deckers Outdoor
  • Sector: Consumer
  • Date: November 2017

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  • Fund: Trian
  • Idea: Procter & Gamble
  • Sector: Consumer
  • Date: September 2017

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  • Fund: Pershing Square
  • Idea: ADP
  • Sector: TMT
  • Date: August 2017

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  • Fund: Elliott Management
  • Idea: BHP
  • Sector: Natural Resources
  • Date: May 2017

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  • Fund: Greenlight Capital
  • Idea: Core Laboratories
  • Sector: Natural Resources
  • Date: May 2017
Buffalo Wild Wings

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  • Fund: Marcato
  • Idea: Buffalo Wild Wings
  • Sector: Consumer
  • Date: April 2017

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  • Fund: Elliott Management
  • Idea: Arconic
  • Sector: Industrials
  • Date: April 2017

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  • Fund: Elliott Management
  • Idea: BHP
  • Sector: Natural Resources
  • Date: April 2017

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  • Fund: Greenlight Capital
  • Idea: Bayer
  • Sector: Healthcare
  • Date: November 2016
Samsung

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  • Fund: Elliott Management
  • Idea: Samsung
  • Sector: TMT
  • Date: October 2016
Bob Evans

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  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: August 2016
Buffalo Wild Wings

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  • Fund: Marcato
  • Idea: Buffalo Wild Wings
  • Sector: Consumer
  • Date: June 2016
Pershing Square European Investor Meeting

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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: April 2016
Epiq Systems

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  • Fund: Marcato
  • Idea: Epiq
  • Sector: TMT
  • Date: April 2016
Outerwall

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  • Fund: Engaged Capital
  • Idea: Outerwall
  • Sector: Consumer
  • Date: February 2016

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  • Fund: Elliott Management
  • Idea: Bank of East Asia
  • Sector: Financials
  • Date: February 2016
Pershing Square 2015 Annual Update Presentation

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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2016
Macy's

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  • Fund: Starboard Value
  • Idea: Macy's
  • Sector: Consumer
  • Date: January 2016

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  • Fund: SpringOwl
  • Idea: Viacom
  • Sector: TMT
  • Date: January 2016
Yahoo!

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  • Fund: SpringOwl
  • Idea: Yahoo!
  • Sector: TMT
  • Date: December 2015
CONSOL Energy

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  • Fund: Greenlight Capital
  • Idea: CONSOL Energy
  • Sector: Natural Resources
  • Date: November 2015
American Capital

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  • Fund: Elliott Management
  • Idea: American Capital
  • Sector: Financials
  • Date: November 2015
Valeant

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  • Fund: Pershing Square
  • Idea: Valeant
  • Sector: Healthcare
  • Date: October 2015
General Electric

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  • Fund: Trian
  • Idea: General Electric
  • Sector: Industrials
  • Date: October 2015

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  • Fund: Starboard Value
  • Idea: Advanced Auto Parts
  • Sector: Industrials
  • Date: September 2015
Valeant

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  • Fund: Pershing Square
  • Idea: Valeant
  • Sector: Healthcare
  • Date: May 2015

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  • Fund: Greenlight Capital
  • Idea: Pioneer
  • Sector: Natural Resources
  • Date: May 2015
Rovi

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  • Fund: Engaged Capital
  • Idea: Rovi
  • Sector: TMT
  • Date: April 2015
AerCap

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  • Fund: Greenlight Capital
  • Idea: AerCap
  • Sector: Industrials
  • Date: April 2015
DuPont

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  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: April 2015
Heinz

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  • Fund: Trian
  • Idea: Heinz
  • Sector: Consumer
  • Date: April 2015
BNY Mellon

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  • Fund: Marcato
  • Idea: BNY Mellon
  • Sector: Financials
  • Date: March 2015
DuPont

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  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: February 2015
Brookdale

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  • Fund: Sandell
  • Idea: Brookdale
  • Sector: Real Estate
  • Date: February 2015
Pershing Square 2014 Annual Update Presentation (Jan-2015)

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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2015
Dillard's

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  • Fund: Marcato
  • Idea: Dillard's
  • Sector: Consumer
  • Date: November 2014
TransCanada

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  • Fund: Sandell
  • Idea: TransCanada
  • Sector: Natural Resources
  • Date: November 2014

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  • Fund: Corvex
  • Idea: Crown Castle
  • Sector: Real Estate
  • Date: October 2014
Darden Restaurants

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  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: September 2014
Darden Restaurants

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  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: September 2014

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  • Fund: Pershing Square
  • Idea: Fannie & Freddie
  • Sector: Financials
  • Date: May 2014
AthenaHealth

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  • Fund: Greenlight Capital
  • Idea: athenahealth
  • Sector: TMT
  • Date: May 2014
Sotheby's

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  • Fund: Marcato
  • Idea: Sotheby's
  • Sector: Consumer
  • Date: April 2014
Sotheby's

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  • Fund: Third Point
  • Idea: Sothebys'
  • Sector: Consumer
  • Date: April 2014
Allergan

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  • Fund: Pershing Square
  • Idea: Allergan & Valeant
  • Sector: Healthcare
  • Date: April 2014
Darden Restaurants

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  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: March 2014
Riverbed

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  • Fund: Elliott Management
  • Idea: Riverbed
  • Sector: TMT
  • Date: March 2014
PepsiCo

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  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: February 2014
FirstGroup

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  • Fund: Sandell
  • Idea: FirstGroup
  • Sector: Industrials
  • Date: January 2014
Juniper Networks

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  • Fund: Elliott Management
  • Idea: Juniper Networks
  • Sector: TMT
  • Date: January 2014
Bob Evans

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  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: September 2013
HMA

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  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: August 2013
Office Depot

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  • Fund: Starboard Value
  • Idea: Office Depot
  • Sector: Consumer
  • Date: August 2013
PepsiCo

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  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: July 2013
HMA

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  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: July 2013
Spectra Energy

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  • Fund: Sandell
  • Idea: Spectra Energy
  • Sector: Natural Resources
  • Date: June 2013
P&G

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  • Fund: Pershing Square
  • Idea: P&G
  • Sector: Consumer
  • Date: May 2013
DSP Group

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  • Fund: Starboard Value
  • Idea: DSP Group
  • Sector: TMT
  • Date: May 2013
Tessera Technologies

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  • Fund: Starboard Value
  • Idea: Tessera Technologies
  • Sector: TMT
  • Date: April 2013
Hess

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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: April 2013
Hess

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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: March 2013
Timken Company

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  • Fund: Relational Investors
  • Idea: Timken Company
  • Sector: Industrials
  • Date: March 2013
Apple

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  • Fund: Greenlight Capital
  • Idea: Apple
  • Sector: TMT
  • Date: February 2013
Agrium

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  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: February 2013
Hess

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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: January 2013
Agrium

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  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: January 2013
SandRidge

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  • Fund: TPG-Axon
  • Idea: SandRidge
  • Sector: Natural Resources
  • Date: January 2013
Herbalife

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  • Fund: Pershing Square
  • Idea: Herbalife
  • Sector: Consumer
  • Date: December 2012
Danone

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  • Fund: Trian
  • Idea: Danone
  • Sector: Consumer
  • Date: November 2012
ValueAct Value Investing Congress Presentation (Oct-2012)

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  • Fund: ValueAct
  • Idea: Multiple
  • Sector: Multiple
  • Date: October 2012
Marcato Real Estate Presentation (Oct-2012)

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  • Fund: Marcato
  • Idea: Multiple
  • Sector: Real Estate
  • Date: October 2012
ADT

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  • Fund: Corvex
  • Idea: ADT
  • Sector: Industrials
  • Date: October 2012
TPC Group

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  • Fund: Sandell
  • Idea: TPC Group
  • Sector: Natural Resources
  • Date: October 2012
Lazard

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  • Fund: Trian
  • Idea: Lazard
  • Sector: Financials
  • Date: June 2012
AOL

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  • Fund: Starboard Value
  • Idea: AOL
  • Sector: TMT
  • Date: May 2012
J.C. Penney

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  • Fund: Pershing Square
  • Idea: J.C. Penney
  • Sector: Consumer
  • Date: May 2012
BMC Software

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  • Fund: Elliott Management
  • Idea: BMC Software
  • Sector: TMT
  • Date: May 2012
Burger King

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  • Fund: Pershing Square
  • Idea: Burger King
  • Sector: Consumer
  • Date: April 2012
Canadian Pacific

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  • Fund: Pershing Square
  • Idea: Canadian Pacific
  • Sector: Industrials
  • Date: February 2012
Tronox

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  • Fund: Sandell
  • Idea: Tronox
  • Sector: Natural Resources
  • Date: December 2011
Lowe's

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  • Fund: Pershing Square
  • Idea: Lowe's
  • Sector: Consumer
  • Date: November 2011
State Street Corp

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  • Fund: Trian
  • Idea: State Street Corp
  • Sector: Financials
  • Date: October 2011
Rubicon

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  • Fund: Sandell
  • Idea: Rubicon
  • Sector: Industrials
  • Date: October 2011
Fortune Brands

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  • Fund: Pershing Square
  • Idea: Fortune Brands
  • Sector: Consumer
  • Date: October 2011
Green Mountain

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  • Fund: Greenlight Capital
  • Idea: Green Mountain
  • Sector: Consumer
  • Date: October 2011
Pershing Square Hong Kong Dollar Presentation (Sep-2011)

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  • Fund: Pershing Square
  • Idea: HK Dollar
  • Sector: General
  • Date: September 2011
Yahoo!

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  • Fund: Third Point
  • Idea: Yahoo!
  • Sector: TMT
  • Date: September 2011
McGraw Hill

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  • Fund: JANA Partners
  • Idea: McGraw Hill
  • Sector: TMT
  • Date: August 2011
Family Dollar

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  • Fund: Pershing Square
  • Idea: Family Dollar
  • Sector: Consumer
  • Date: May 2011
Iron Mountain

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  • Fund: Elliott Management
  • Idea: Iron Mountain
  • Sector: Industrials
  • Date: March 2011
St. Joe

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  • Fund: Greenlight Capital
  • Idea: St. Joe
  • Sector: Real Estate
  • Date: October 2010
Pershing Square Rating Agencies Presentation (May-2010)

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  • Fund: Pershing Square
  • Idea: Rating Agencies
  • Sector: Financials
  • Date: May 2010

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  • Fund: Pershing Square
  • Idea: General Growth
  • Sector: Real Estate
  • Date: May 2010
Pershing Square Mall REIT Presentation (Dec-2009)

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  • Fund: Pershing Square
  • Idea: Mall REIT
  • Sector: Real Estate
  • Date: December 2009
Greenlight Value Investing Congress Speech Transcript (Oct-2009)

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  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: October 2009
Corrections Corp

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  • Fund: Pershing Square
  • Idea: Corrections Corp
  • Sector: Real Estate
  • Date: October 2009
Realty Income

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  • Fund: Pershing Square
  • Idea: Realty Income
  • Sector: Real Estate
  • Date: October 2009
Target

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  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: May 2009

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  • Fund: Pershing Square
  • Idea: General Growth
  • Sector: Real Estate
  • Date: May 2009
Target

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  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: November 2008
Target

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  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: October 2008
Greenlight Sohn Conference Speech Transcript (May-2008)

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  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: May 2008
Wendy's

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  • Fund: Pershing Square
  • Idea: Wendy's
  • Sector: Consumer
  • Date: May 2008
Borders

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  • Fund: Pershing Square
  • Idea: Borders
  • Sector: Consumer
  • Date: November 2006
McDonald's

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  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: January 2006
McDonald's

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  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: November 2005
Allied Capital

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  • Fund: Greenlight Capital
  • Idea: Allied Capital
  • Sector: Financials
  • Date: June 2002