Know What You Own with Hemisphere Capital Management

The Honeywell Split


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Welcome to Episode 9 of the Know What You Own Podcast.


On today's episode, we explore Honeywell International, the industrial conglomerate and global leader in aerospace, building technologies, and industrial automation, and examine the strategic rationale for its decision to split into three standalone businesses.


Episode Resources

Davis, S., Copeland, C., & Wertheimer, R. (2020). Lessons from the Titans: What companies in the new economy can learn from the great industrial giants to drive sustainable success. McGraw-Hill Education.

Rodengen, J. L. (2003). The Legend of Honeywell. Write Stuff Enterprises.


This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

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Know What You Own with Hemisphere Capital ManagementBy Hemisphere Capital Management