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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
Acquisitions
Creating Value Through Acquisitions When Capital Isn’t Free
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How a company defines success influences whether acquired targets check boxes or create value.
Incentive Design
Leveraging Economic Profit to Build Better Value Management
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Improve shareholder returns by basing decisions and incentives on a metric that tracks closely to TSR.
Share Repurchases
2024 Fortuna Advisors Buyback ROI Report
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The 2024 Fortuna Advisors Buyback ROI Report ranks the top buyback value creators from 2019 – 2023 and unpacks how these companies achieved superior results.
LATEST INSIGHTS
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 ...
Dr. Anastassia Lauterbach on democratizing artificial intelligence
Our discussion with Dr. Anastassia Lauterbach explores the transformative power of AI, discussing its potential across industries, the impact of the European AI Act on innovation, and its implications for ...
Fortuna Advisors’ approach to value-based management
Value management means applying objective valuation principles to strategy, resource allocation, and performance measurement processes to deliver sustained returns for shareholders and other stakeholders. In this episode, Fortuna Advisors' CEO ...
Dr. Mark Frigo on strategic life-cycle analysis and more
Dr. Mark Frigo, professor and founding director of the Center for Strategy Execution and Valuation at DePaul University, discusses the importance of long-term value creation and the application of strategic ...
Create More Value: Kimberly Casiano on continuous learning, long-term focus, and “eulogy” virtues
Kimberly Casiano, board member of Ford Motor Company, Mutual of America Financial Group, and the Federal Home Loan Bank of Atlanta, shares her story, from her early life in the ...
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