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Table

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Matching slides 60,557
Current window 27,511-27,540
Pages 2,019
Rows per page 30
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18 30 60

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27,511-27,540 of 60,557

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17
The table includes a subtotal for specific detractors and an 'All Other Positions' category, summing to a total detraction of 17.5%.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
19
Includes a detailed disclaimer regarding the calculation of AUM and specific investments in Automatic Data Processing, Inc.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
26
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
27
The slide uses a checkmark system to validate investment criteria for four companies: United Technologies, Lowe's, Starbucks, and Hilton.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
30
The slide illustrates the valuation gap between current market prices and the discounted value at PSH.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
31
The slide uses a contrast-pairs framework to differentiate the business model of PSH from traditional hedge funds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
55
The slide uses a table format to present individual investment rationales for nine portfolio holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Interest1 hit
10
Includes footnote regarding calculation of public shares outstanding.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
12
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
14
The slide uses a blue bar for PSH and green bars for benchmarks to visually distinguish the subject from the comparison group.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
15
The table shows a transition from PSLP to PSH in 2012.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Aha Moment1 hit
17
The table shows positive contributions from various companies, share buybacks, and other income, offset by bond interest expense.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Aha Moment1 hit
19
The slide provides a breakdown of AUM across three specific funds and a total, with a footnote clarifying the treatment of bond proceeds.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Aha Moment1 hit
28
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Attention1 hit
08
Includes a specific callout regarding the widening discount to NAV.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
09
Highlights 2021 bond issuances within the broader debt maturity profile.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Need1 hit
05
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
09
The slide highlights the impact of 2020 bond issuances on the overall capital structure and debt maturity profile.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
13
Includes footnotes detailing calculation methodology for share ownership and discount metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
15
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
17
The slide uses a combination of percentage returns and basis point (bps) outperformance metrics.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
18
The table is split into two periods: PSLP (2004-2012) and PSH (2013-2020).Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
20
The table aggregates positions with less than 50 basis points of contribution, except for share buybacks.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Complication1 hit
21
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor Beat · Evidence1 hit
25
The slide includes a footnote clarifying that AUM figures are gross of accrued performance fees and include/exclude specific bond proceeds.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
28
The slide highlights a successful hedging strategy that generated $2.6bn in proceeds against $27mm in costs.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
31
The slide highlights the performance of specific investments made between March 12 and April 3, 2020, showing significant returns by February 2021.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit
36
Page number 36 at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · Pershing Square Holdings
Activist deck Activist investor 1 hit