Peltz heads an anti-activist investor fund called Trian, which has a history of taking over board seats in companies that are providing poor shareholder returns and focusing on returning them to profitability. He already managed to improve stockholder dividends at a couple of other companies by forcing out woke executives and advocating an anti-activist agenda. It's not as though he's super based or anything, but he does seem to view corporations pursuing political agendas as a poor business strategy, which puts his group directly at odds with BlackRock and Vanguard.