Hedge Fund Presentations

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.

Filter Investment Presentations By:

View
  • Fund: Elliott Management
  • Idea: Crow Castle
  • Sector: TMT
  • Date: July 2020
View
  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: February 2020
View
  • Fund: Trian
  • Idea: Ferguson
  • Sector: Industrials
  • Date: November 2019
View
  • Fund: Elliott Management
  • Idea: Marathon Petroleum
  • Sector: Natural Resources
  • Date: September 2019
View
  • Fund: Third Point
  • Idea: Sony
  • Sector: TMT
  • Date: June 2019
View
  • Fund: Starboard Value
  • Idea: Bristol-Myers
  • Sector: Healthcare
  • Date: March 2019
View
  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: March 2019
View
  • Fund: Trian
  • Idea: PPG Industries
  • Sector: Industrials
  • Date: October 2018
View
  • Fund: Pershing Square
  • Idea: Starbucks
  • Sector: Consumer
  • Date: October 2018
View
  • Fund: Third Point
  • Idea: Campbell
  • Sector: Consumer
  • Date: October 2018
View
  • Fund: Third Point
  • Idea: NestlĂ©
  • Sector: Consumer
  • Date: July 2018
View
  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: April 2018
View
  • Fund: Elliott Management
  • Idea: Hyundai
  • Sector: Industrials
  • Date: April 2018
View
  • Fund: Greenlight Capital
  • Idea: Assured Guaranty
  • Sector: Financials
  • Date: April 2018
View
  • Fund: Elliott Management
  • Idea: Telecom Italia
  • Sector: TMT
  • Date: April 2018
View
  • Fund: Marcato
  • Idea: Deckers Outdoor
  • Sector: Consumer
  • Date: November 2017
View
  • Fund: Trian
  • Idea: Procter & Gamble
  • Sector: Consumer
  • Date: September 2017
View
  • Fund: Pershing Square
  • Idea: ADP
  • Sector: TMT
  • Date: August 2017
View
  • Fund: Elliott Management
  • Idea: BHP
  • Sector: Natural Resources
  • Date: May 2017
View
  • Fund: Greenlight Capital
  • Idea: Core Laboratories
  • Sector: Natural Resources
  • Date: May 2017
View
  • Fund: Marcato
  • Idea: Buffalo Wild Wings
  • Sector: Consumer
  • Date: April 2017
View
  • Fund: Elliott Management
  • Idea: Arconic
  • Sector: Industrials
  • Date: April 2017
View
  • Fund: Elliott Management
  • Idea: BHP
  • Sector: Natural Resources
  • Date: April 2017
View
  • Fund: Greenlight Capital
  • Idea: Bayer
  • Sector: Healthcare
  • Date: November 2016
View
  • Fund: Elliott Management
  • Idea: Samsung
  • Sector: TMT
  • Date: October 2016
View
  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: August 2016
View
  • Fund: Marcato
  • Idea: Buffalo Wild Wings
  • Sector: Consumer
  • Date: June 2016
View
  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: April 2016
View
  • Fund: Marcato
  • Idea: Epiq
  • Sector: TMT
  • Date: April 2016
View
  • Fund: Engaged Capital
  • Idea: Outerwall
  • Sector: Consumer
  • Date: February 2016
View
  • Fund: Elliott Management
  • Idea: Bank of East Asia
  • Sector: Financials
  • Date: February 2016
View
  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2016
View
  • Fund: Starboard Value
  • Idea: Macy's
  • Sector: Consumer
  • Date: January 2016
View
  • Fund: SpringOwl
  • Idea: Viacom
  • Sector: TMT
  • Date: January 2016
View
  • Fund: SpringOwl
  • Idea: Yahoo!
  • Sector: TMT
  • Date: December 2015
View
  • Fund: Greenlight Capital
  • Idea: CONSOL Energy
  • Sector: Natural Resources
  • Date: November 2015
View
  • Fund: Elliott Management
  • Idea: American Capital
  • Sector: Financials
  • Date: November 2015
View
  • Fund: Pershing Square
  • Idea: Valeant
  • Sector: Healthcare
  • Date: October 2015
View
  • Fund: Trian
  • Idea: General Electric
  • Sector: Industrials
  • Date: October 2015
View
  • Fund: Starboard Value
  • Idea: Advanced Auto Parts
  • Sector: Industrials
  • Date: September 2015
View
  • Fund: Pershing Square
  • Idea: Valeant
  • Sector: Healthcare
  • Date: May 2015
View
  • Fund: Greenlight Capital
  • Idea: Pioneer
  • Sector: Natural Resources
  • Date: May 2015
View
  • Fund: Engaged Capital
  • Idea: Rovi
  • Sector: TMT
  • Date: April 2015
View
  • Fund: Greenlight Capital
  • Idea: AerCap
  • Sector: Industrials
  • Date: April 2015
View
  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: April 2015
View
  • Fund: Trian
  • Idea: Heinz
  • Sector: Consumer
  • Date: April 2015
View
  • Fund: Marcato
  • Idea: BNY Mellon
  • Sector: Financials
  • Date: March 2015
View
  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: February 2015
View
  • Fund: Sandell
  • Idea: Brookdale
  • Sector: Real Estate
  • Date: February 2015
View
  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2015
View
  • Fund: Marcato
  • Idea: Dillard's
  • Sector: Consumer
  • Date: November 2014
View
  • Fund: Sandell
  • Idea: TransCanada
  • Sector: Natural Resources
  • Date: November 2014
View
  • Fund: Corvex
  • Idea: Crown Castle
  • Sector: Real Estate
  • Date: October 2014
View
  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: September 2014
View
  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: September 2014
View
  • Fund: Pershing Square
  • Idea: Fannie & Freddie
  • Sector: Financials
  • Date: May 2014
View
  • Fund: Greenlight Capital
  • Idea: athenahealth
  • Sector: TMT
  • Date: May 2014
View
  • Fund: Marcato
  • Idea: Sotheby's
  • Sector: Consumer
  • Date: April 2014
View
  • Fund: Third Point
  • Idea: Sothebys'
  • Sector: Consumer
  • Date: April 2014
View
  • Fund: Pershing Square
  • Idea: Allergan & Valeant
  • Sector: Healthcare
  • Date: April 2014
View
  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: March 2014
View
  • Fund: Elliott Management
  • Idea: Riverbed
  • Sector: TMT
  • Date: March 2014
View
  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: February 2014
View
  • Fund: Sandell
  • Idea: FirstGroup
  • Sector: Industrials
  • Date: January 2014
View
  • Fund: Elliott Management
  • Idea: Juniper Networks
  • Sector: TMT
  • Date: January 2014
View
  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: September 2013
View
  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: August 2013
View
  • Fund: Starboard Value
  • Idea: Office Depot
  • Sector: Consumer
  • Date: August 2013
View
  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: July 2013
View
  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: July 2013
View
  • Fund: Sandell
  • Idea: Spectra Energy
  • Sector: Natural Resources
  • Date: June 2013
View
  • Fund: Pershing Square
  • Idea: P&G
  • Sector: Consumer
  • Date: May 2013
View
  • Fund: Starboard Value
  • Idea: DSP Group
  • Sector: TMT
  • Date: May 2013
View
  • Fund: Starboard Value
  • Idea: Tessera Technologies
  • Sector: TMT
  • Date: April 2013
View
  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: April 2013
View
  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: March 2013
View
  • Fund: Relational Investors
  • Idea: Timken Company
  • Sector: Industrials
  • Date: March 2013
View
  • Fund: Greenlight Capital
  • Idea: Apple
  • Sector: TMT
  • Date: February 2013
View
  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: February 2013
View
  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: January 2013
View
  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: January 2013
View
  • Fund: TPG-Axon
  • Idea: SandRidge
  • Sector: Natural Resources
  • Date: January 2013
View
  • Fund: Pershing Square
  • Idea: Herbalife
  • Sector: Consumer
  • Date: December 2012
View
  • Fund: Trian
  • Idea: Danone
  • Sector: Consumer
  • Date: November 2012
View
  • Fund: ValueAct
  • Idea: Multiple
  • Sector: Multiple
  • Date: October 2012
View
  • Fund: Marcato
  • Idea: Multiple
  • Sector: Real Estate
  • Date: October 2012
View
  • Fund: Corvex
  • Idea: ADT
  • Sector: Industrials
  • Date: October 2012
View
  • Fund: Sandell
  • Idea: TPC Group
  • Sector: Natural Resources
  • Date: October 2012
View
  • Fund: Trian
  • Idea: Lazard
  • Sector: Financials
  • Date: June 2012
View
  • Fund: Starboard Value
  • Idea: AOL
  • Sector: TMT
  • Date: May 2012
View
  • Fund: Pershing Square
  • Idea: J.C. Penney
  • Sector: Consumer
  • Date: May 2012
View
  • Fund: Elliott Management
  • Idea: BMC Software
  • Sector: TMT
  • Date: May 2012
View
  • Fund: Pershing Square
  • Idea: Burger King
  • Sector: Consumer
  • Date: April 2012
View
  • Fund: Pershing Square
  • Idea: Canadian Pacific
  • Sector: Industrials
  • Date: February 2012
View
  • Fund: Sandell
  • Idea: Tronox
  • Sector: Natural Resources
  • Date: December 2011
View
  • Fund: Pershing Square
  • Idea: Lowe's
  • Sector: Consumer
  • Date: November 2011
View
  • Fund: Trian
  • Idea: State Street Corp
  • Sector: Financials
  • Date: October 2011
View
  • Fund: Sandell
  • Idea: Rubicon
  • Sector: Industrials
  • Date: October 2011
View
  • Fund: Pershing Square
  • Idea: Fortune Brands
  • Sector: Consumer
  • Date: October 2011
View
  • Fund: Greenlight Capital
  • Idea: Green Mountain
  • Sector: Consumer
  • Date: October 2011
View
  • Fund: Pershing Square
  • Idea: HK Dollar
  • Sector: General
  • Date: September 2011
View
  • Fund: Third Point
  • Idea: Yahoo!
  • Sector: TMT
  • Date: September 2011
View
  • Fund: JANA Partners
  • Idea: McGraw Hill
  • Sector: TMT
  • Date: August 2011
View
  • Fund: Pershing Square
  • Idea: Family Dollar
  • Sector: Consumer
  • Date: May 2011
View
  • Fund: Elliott Management
  • Idea: Iron Mountain
  • Sector: Industrials
  • Date: March 2011
View
  • Fund: Greenlight Capital
  • Idea: St. Joe
  • Sector: Real Estate
  • Date: October 2010
View
  • Fund: Pershing Square
  • Idea: Rating Agencies
  • Sector: Financials
  • Date: May 2010
View
  • Fund: Pershing Square
  • Idea: General Growth
  • Sector: Real Estate
  • Date: May 2010
View
  • Fund: Pershing Square
  • Idea: Mall REIT
  • Sector: Real Estate
  • Date: December 2009
View
  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: October 2009
View
  • Fund: Pershing Square
  • Idea: Corrections Corp
  • Sector: Real Estate
  • Date: October 2009
View
  • Fund: Pershing Square
  • Idea: Realty Income
  • Sector: Real Estate
  • Date: October 2009
View
  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: May 2009
View
  • Fund: Pershing Square
  • Idea: General Growth
  • Sector: Real Estate
  • Date: May 2009
View
  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: November 2008
View
  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: October 2008
View
  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: May 2008
View
  • Fund: Pershing Square
  • Idea: Wendy's
  • Sector: Consumer
  • Date: May 2008
View
  • Fund: Pershing Square
  • Idea: Borders
  • Sector: Consumer
  • Date: November 2006
View
  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: January 2006
View
  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: November 2005
View
  • Fund: Greenlight Capital
  • Idea: Allied Capital
  • Sector: Financials
  • Date: June 2002