In our view, Honeywell's underperformance to the market in recent years is largely due to its structure. When its aerospace business has performed well, its automation business (specifically its ...

Elliott Investment Management L.P., which manages funds that together have made an investment of more than $5B in Honeywell (HON) ...

The conglomerate structure that once suited Honeywell no longer does, and the time has come to embrace simplification. In order to realize its full potential, Elliott recommended that Honeywell ...