The long-horizon advantage defined
A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
What a brief encounter with Elon Musk taught me about the limits of capitalism
In 2013, on the sidelines of the Milken Conference at the Beverly Hilton, my friend and then-colleague Sean Scallan and I found ourselves in a seven-minute private conversation with Elon Musk. He was not yet the figure he is today. Tesla was struggling. SpaceX had launched but not yet proven itself. The idea of humans
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Credit-risk analysts weighing ESG
A PRI report finds that ESG factors are slowly becoming a bigger consideration by ratings agencies in bond markets. The PRI plans industry forums to make further progress.
Telling a long-term value story
CEO-Investor Forums are bringing together chief executives and shareholders focused on the long term. Five simple strategies can help CEOs share their story at these events.
Improve human capital disclosure
When investors know how companies strategically manage and organise people, they can make better decisions. In the ongoing digital disruption, investors need such information more than ever.
LPs can look beyond top in VC
The common refrain from limited partner investors is that they can’t access ‘top-tier’ VC funds, so they avoid them entirely. A look at the data reveals whether this belief is fact or fiction.
Consequences of short-term investment
Equity managers are skewed to potentially sub-optimal short-term investment, a new study shows, with little understanding of opportunities missed, risks ignored and hidden costs.
Opinion