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.

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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
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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
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  • Fund: Elliott Management
  • Idea: Samsung
  • Sector: TMT
  • Date: October 2016
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  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: August 2016
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  • Fund: Marcato
  • Idea: Buffalo Wild Wings
  • Sector: Consumer
  • Date: June 2016
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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: April 2016
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  • Fund: Marcato
  • Idea: Epiq
  • Sector: TMT
  • Date: April 2016
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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
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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2016
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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
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  • Fund: SpringOwl
  • Idea: Yahoo!
  • Sector: TMT
  • Date: December 2015
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  • Fund: Greenlight Capital
  • Idea: CONSOL Energy
  • Sector: Natural Resources
  • Date: November 2015
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  • Fund: Elliott Management
  • Idea: American Capital
  • Sector: Financials
  • Date: November 2015
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  • Fund: Pershing Square
  • Idea: Valeant
  • Sector: Healthcare
  • Date: October 2015
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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
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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
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  • Fund: Engaged Capital
  • Idea: Rovi
  • Sector: TMT
  • Date: April 2015
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  • Fund: Greenlight Capital
  • Idea: AerCap
  • Sector: Industrials
  • Date: April 2015
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  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: April 2015
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  • Fund: Trian
  • Idea: Heinz
  • Sector: Consumer
  • Date: April 2015
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  • Fund: Marcato
  • Idea: BNY Mellon
  • Sector: Financials
  • Date: March 2015
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  • Fund: Trian
  • Idea: DuPont
  • Sector: Industrials
  • Date: February 2015
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  • Fund: Sandell
  • Idea: Brookdale
  • Sector: Real Estate
  • Date: February 2015
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  • Fund: Pershing Square
  • Idea: Multiple
  • Sector: General
  • Date: January 2015
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  • Fund: Marcato
  • Idea: Dillard's
  • Sector: Consumer
  • Date: November 2014
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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
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  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: September 2014
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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
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  • Fund: Greenlight Capital
  • Idea: athenahealth
  • Sector: TMT
  • Date: May 2014
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  • Fund: Marcato
  • Idea: Sotheby's
  • Sector: Consumer
  • Date: April 2014
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  • Fund: Third Point
  • Idea: Sothebys'
  • Sector: Consumer
  • Date: April 2014
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  • Fund: Pershing Square
  • Idea: Allergan & Valeant
  • Sector: Healthcare
  • Date: April 2014
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  • Fund: Starboard Value
  • Idea: Darden Restaurants
  • Sector: Consumer
  • Date: March 2014
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  • Fund: Elliott Management
  • Idea: Riverbed
  • Sector: TMT
  • Date: March 2014
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  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: February 2014
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  • Fund: Sandell
  • Idea: FirstGroup
  • Sector: Industrials
  • Date: January 2014
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  • Fund: Elliott Management
  • Idea: Juniper Networks
  • Sector: TMT
  • Date: January 2014
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  • Fund: Sandell
  • Idea: Bob Evans
  • Sector: Consumer
  • Date: September 2013
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  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: August 2013
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  • Fund: Starboard Value
  • Idea: Office Depot
  • Sector: Consumer
  • Date: August 2013
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  • Fund: Trian
  • Idea: PepsiCo
  • Sector: Consumer
  • Date: July 2013
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  • Fund: Glenview Capital
  • Idea: HMA
  • Sector: Healthcare
  • Date: July 2013
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  • Fund: Sandell
  • Idea: Spectra Energy
  • Sector: Natural Resources
  • Date: June 2013
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  • Fund: Pershing Square
  • Idea: P&G
  • Sector: Consumer
  • Date: May 2013
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  • Fund: Starboard Value
  • Idea: DSP Group
  • Sector: TMT
  • Date: May 2013
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  • Fund: Starboard Value
  • Idea: Tessera Technologies
  • Sector: TMT
  • Date: April 2013
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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: April 2013
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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: March 2013
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  • Fund: Relational Investors
  • Idea: Timken Company
  • Sector: Industrials
  • Date: March 2013
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  • Fund: Greenlight Capital
  • Idea: Apple
  • Sector: TMT
  • Date: February 2013
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  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: February 2013
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  • Fund: Elliott Management
  • Idea: Hess
  • Sector: Natural Resources
  • Date: January 2013
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  • Fund: JANA Partners
  • Idea: Agrium
  • Sector: Industrials
  • Date: January 2013
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  • Fund: TPG-Axon
  • Idea: SandRidge
  • Sector: Natural Resources
  • Date: January 2013
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  • Fund: Pershing Square
  • Idea: Herbalife
  • Sector: Consumer
  • Date: December 2012
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  • Fund: Trian
  • Idea: Danone
  • Sector: Consumer
  • Date: November 2012
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  • Fund: ValueAct
  • Idea: Multiple
  • Sector: Multiple
  • Date: October 2012
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  • Fund: Marcato
  • Idea: Multiple
  • Sector: Real Estate
  • Date: October 2012
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  • Fund: Corvex
  • Idea: ADT
  • Sector: Industrials
  • Date: October 2012
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  • Fund: Sandell
  • Idea: TPC Group
  • Sector: Natural Resources
  • Date: October 2012
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  • Fund: Trian
  • Idea: Lazard
  • Sector: Financials
  • Date: June 2012
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  • Fund: Starboard Value
  • Idea: AOL
  • Sector: TMT
  • Date: May 2012
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  • Fund: Pershing Square
  • Idea: J.C. Penney
  • Sector: Consumer
  • Date: May 2012
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  • Fund: Elliott Management
  • Idea: BMC Software
  • Sector: TMT
  • Date: May 2012
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  • Fund: Pershing Square
  • Idea: Burger King
  • Sector: Consumer
  • Date: April 2012
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  • Fund: Pershing Square
  • Idea: Canadian Pacific
  • Sector: Industrials
  • Date: February 2012
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  • Fund: Sandell
  • Idea: Tronox
  • Sector: Natural Resources
  • Date: December 2011
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  • Fund: Pershing Square
  • Idea: Lowe's
  • Sector: Consumer
  • Date: November 2011
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  • Fund: Trian
  • Idea: State Street Corp
  • Sector: Financials
  • Date: October 2011
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  • Fund: Sandell
  • Idea: Rubicon
  • Sector: Industrials
  • Date: October 2011
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  • Fund: Pershing Square
  • Idea: Fortune Brands
  • Sector: Consumer
  • Date: October 2011
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  • Fund: Greenlight Capital
  • Idea: Green Mountain
  • Sector: Consumer
  • Date: October 2011
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  • Fund: Pershing Square
  • Idea: HK Dollar
  • Sector: General
  • Date: September 2011
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  • Fund: Third Point
  • Idea: Yahoo!
  • Sector: TMT
  • Date: September 2011
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  • Fund: JANA Partners
  • Idea: McGraw Hill
  • Sector: TMT
  • Date: August 2011
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  • Fund: Pershing Square
  • Idea: Family Dollar
  • Sector: Consumer
  • Date: May 2011
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  • Fund: Elliott Management
  • Idea: Iron Mountain
  • Sector: Industrials
  • Date: March 2011
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  • Fund: Greenlight Capital
  • Idea: St. Joe
  • Sector: Real Estate
  • Date: October 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
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  • Fund: Pershing Square
  • Idea: Mall REIT
  • Sector: Real Estate
  • Date: December 2009
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  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: October 2009
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  • Fund: Pershing Square
  • Idea: Corrections Corp
  • Sector: Real Estate
  • Date: October 2009
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  • Fund: Pershing Square
  • Idea: Realty Income
  • Sector: Real Estate
  • Date: October 2009
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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
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  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: November 2008
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  • Fund: Pershing Square
  • Idea: Target
  • Sector: Consumer
  • Date: October 2008
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  • Fund: Greenlight Capital
  • Idea: General
  • Sector: General
  • Date: May 2008
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  • Fund: Pershing Square
  • Idea: Wendy's
  • Sector: Consumer
  • Date: May 2008
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  • Fund: Pershing Square
  • Idea: Borders
  • Sector: Consumer
  • Date: November 2006
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  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: January 2006
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  • Fund: Pershing Square
  • Idea: McDonald's
  • Sector: Consumer
  • Date: November 2005
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  • Fund: Greenlight Capital
  • Idea: Allied Capital
  • Sector: Financials
  • Date: June 2002