Browsing Tag
Trian Fund Management
3 posts
Victory Capital sweetens $8.6bn Janus Henderson bid with more cash, challenging Trian’s take-private deal
Victory Capital raised its Janus Henderson bid to $56.84 per share, adding $10 more cash per share in a direct challenge to Trian's $49 all-cash deal. Read the full analysis.
Why Merion Road just added JHG and ACNT—and what it says about 2026 stock picking
Merion Road Capital added Janus Henderson and Ascent Industries in Q4. Find out what’s behind the picks—and why these value plays could matter in 2026.
Why Trian Fund walked away from U‑Haul and Allstate in the latest quarter
Discover why Trian Fund exited U-Haul and Allstate in Q3 2025 and what it signals about evolving activist investment strategy and sectoral priorities.