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Fortuna Advisors serves as a thought leader and trusted advisor in helping clients transform their value creation potential through bold improvements to managerial insights, decisions and behaviors
OUR CLIENT IMPACT
60%
Better Explanation of Market Value Drivers
Tailored analysis of the “true” earnings of a business and how it relates to short-term and long-term value
Key Questions We Help Answer:
  • What drives TSR?
  • Where am I creating the most value and how?
  • How do my “true” earnings compare to reported financials?
3X
Better Return on Investment
Leverage Better Insights to inform strategic and operational decisions to deliver profitable growth
Key Questions We Help Answer:
  • Where should I invest next?
  • How do I balance profit vs growth?
  • How can I motivate better quality investments?
2X
Better Link Between Incentives and Results
Execute Better Decisions to deliver top-quartile TSR by motivating the organization to think and invest like long-term owners
Key Questions We Help Answer:
  • How can I create an ownership culture?
  • How do I measure and motivate long-term investments?
  • How do I avoid gaming and sandbagging?
OUR PROCESS
Empirical Research
Fact-based analysis through an investor lens to discover a company’s true value and value drivers
Differentiated Insights
Applying our analytical framework across the portfolio and down the organization
Aligning Culture
Improving the structures and incentives to unlock your people’s full potential
Hard Choices
Leverage new data, insights and incentives to solve complex trade-offs on where to allocate capital
Value Creation
Execute and develop a flywheel of sustainable value creation and reinvestment
CLIENT TESTIMONIALS
FEATURED PUBLICATIONS
Planning & Budgeting
5 Questions to Improve Your Planning Process
Posted on
Budgeting and planning season may be the most dreaded time of year in the corporate world. Managers, directors, and VPs throughout the organization are pulled away from their usual responsibilities ...
Better Behaviors
The dirty dozen stifling value-based management: Diagnoses and solutions
Posted on
Why revisit value-based management (VBM), a concept that has been around for decades? Despite its core tenet – that companies create value when their investments earn more than the cost ...
Incentive Design
Leveraging Economic Profit to Build Better Value Management
Posted on
Improve shareholder returns by basing decisions and incentives on a metric that tracks closely to TSR.
LATEST INSIGHTS
James Pappas on “growth activism” and customer-centric strategy
James Pappas discusses his journey from the family restaurant business to consumer and retail finance roles at Goldman Sachs and Bank of America to founding an activist investor firm. However, ...
5 Questions to Improve Your Planning Process
Budgeting and planning season may be the most dreaded time of year in the corporate world. Managers, directors, and VPs throughout the organization are pulled away from their usual responsibilities ...
The dirty dozen stifling value-based management: Diagnoses and solutions
Why revisit value-based management (VBM), a concept that has been around for decades? Despite its core tenet – that companies create value when their investments earn more than the cost ...
How to build a high-performance finance team with Carl Lukach
Former Univar CFO and veteran of the chemical industry, Carl Lukach, discusses CFO strategy and financial leadership best practices. Carl emphasizes the importance of a “playbook to win”—a structured approach ...
Brian Tomlinson on how sustainability drives long-term value
Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Brian and our host, Greg Milano, explore how boards and managements can measure, reward, and communicate ...
Ken Fisher shares CFO lessons on strategy, execution, and M&A
Ken Fisher, CFO of Champion X, discusses his extensive career in finance and leadership roles across industries, including his time at Noble Energy, Shell, and GE. Ken shares lessons on ...
Getting more out of IR and financial reporting with Shiva Rajgopal
Professor Shiva Rajgopal addresses common shortcomings in financial reporting frameworks, highlighting a lack of transparency on key metrics, costs, and disclosures, which can frustrate investors. Rajgopal suggests companies should take ...
Michael Levin on activist investing
Michael Levin, experienced investor, consultant, and creator of The Activist Investor website and newsletter, explains how activists determine targets, honing in on governance issues, capital allocation, and executive compensation. Michael ...
Fortuna Advisors’ approach to strategic resource allocation
Fortuna’s Greg Milano talks capital and resource allocation best practices and highlights pitfalls, such as overinvesting in underperforming businesses and relying on misleading metrics. An objective, value-oriented approach is an ...
Bennett Stewart, the father of EVA (economic value added)
Bennett Stewart, the “father of EVA” was co-founder of Stern Stewart and a leader in the shareholder value movement. He explains how EVA revolutionized performance measurement corporate governance and empowered ...
Donald Chew on Michael Jensen and modern corporate finance
Donald Chew, author and editor-in-chief of the Journal of Applied Corporate Finance, discusses the life and legacy of the late Professor Michael Jensen, a pioneering figure in financial economics. We ...
Steve O’Byrne on executive pay, wealth leverage & employee value added
Steve O’Byrne is among the most knowledgeable experts on executive pay practices, hands down. He shares his insights on the evolution of performance measurement and executive pay, from the fixed ...
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HOW WE DIFFER
TRACK RECORD
OF SUCCESS

100+
CLIENTS SERVED
THOUGHT
lEADERS

150+
PUBLISHED ARTICLES & RESEARCH
FINANCIAL
IMPACT

Billions
OF CAPITAL REALLOCATED TO GROWTH
VALUATION
IMPACT

1.2x
BETTER TSR GROWTH
ACROSS INDUSTRIES
READY TO
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