激进投资机构Trian基金管理公司近日向医疗健康公司Solventum提出三项核心战略建议，要求其通过削减日常运营开支、剥离非核心业务资产，并将资本配置重点转向股份回购计划。
Trian在致Solventum董事会的公开信中强调，当前公司管理费用占比过高，严重侵蚀盈利能力。该基金建议立即启动全面运营效率评估，通过数字化转型和流程优化实现每年数亿美元的成本节约。
同时，Trian指出Solventum部分业务线与核心战略契合度不足，建议通过战略评估剥离这些非核心资产，所获资金应用于加速股票回购计划。该基金认为，在当前估值水平下，大规模回购将成为提升每股收益和股东回报的最有效途径。
值得注意的是，Trian创始人纳尔逊·佩尔茨此前曾在多家上市公司推动类似改革方案。此次对Solventum的建言，延续了其通过运营优化和资本重组提升股东价值的投资策略。
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