Evidence
Mindset of an astute investor
What separates investors who think like business owners from those who think like analysts.
Latest
Governance
Profiting from the “G” in ESG
Standard ESG scorecards are poor predictors of outperformance. The driver they miss is who owns and controls the company.
Evidence
The Intangible Quality of Great Businesses
Founder ownership rarely appears in a financial statement, yet it shapes how a business is run over decades.
Evidence
Why founder-led companies outperform
The original case for founder ownership: why companies where founders retain large stakes have historically returned 4 to 10 per cent a year more than their peers.