Imagine a business valued at a third less than its assets, where management fees had rivalled shareholder returns. Surely this is the kind of laggard a top US activist should sort out? Not if the business in question — UK-listed Trian Investors 1 — is already run by top US activist Nelson Peltz. Instead, a small UK fund called Global Value is leading a group that wants to replace most of the board.
想象一下，一家企业的估值比其资产低三分之一，而管理费用与股东回报不相上下。这肯定是美国高级激进人士应该解决的那种落后问题吧？如果问题企业——在英国上市的Trian Investors 1——已经由美国顶级维权人士纳尔逊•佩尔茨(Nelson Peltz)执掌，就不会。相反，一家名为Global Value的小型英国基金，正在领导一个希望更换董事会多数成员的团体。
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