Delivering Alpha: Charting the Roadmap for Value Creation
Portfolio management and post-investment work can be tricky and complex, and often not as exciting and rosy as depicted in academic case studies. The absence of a proper 100-day plan often leads to poor integration, less than ideal financial performance and potentially value destructive to shareholders.
What do companies and investors look out for when placing key management into their businesses and portfolios?
How do management and boards recruit and retain the best talent?
Which of these traits matter more in driving performance (i) connections & relationships or (ii) execution capability & leadership?