联合技术：三块好业务分开会更值钱
阿克曼认为联合技术旗下的航空、电梯和暖通空调业务都有高进入门槛、高转换成本和定价权，长期积压订单和服务合同让它不那么周期。建仓后他向管理层提出，三块业务独立上市更能体现价值；2018 年 11 月公司宣布拆分为航空、奥的斯和开利。他认为拆分完成会推动股价大涨。
We believe that UTX has one of the most advantaged business portfolios in the multi-industrial sector, as each of its businesses has significant barriers to entry, high switching costs, substantial pricing power and large future growth potential.说完之后，2019Q1 的 13F：加仓 +4%