Be Less Equitable When Allocating Resources
Successful capital allocation is pivotal to continually delivering shareholder returns.
Successful capital allocation is pivotal to continually delivering shareholder returns.
Here are the key challenges that companies face in optimally allocating resources and a framewo…
Here are the principles that provide a foundation for establishing an enduring capital deployme…
Acquire carefully, beware of leverage, have rules-based buyback processes, don’t bank on divi…
Making smart decisions about allocating capital to different segments of your business can help…
Maximising value requires disproportionately funneling resources from ‘cash-generating’ bus…
The highest corporate priority is to create long-term value, which requires resources be alloca…
With an increase in corporate de-merger activity and the consistently positive market reaction …
A rigorous annual portfolio evaluation identifies sources of value creation and destruction.
Maximizing shareholder value often requires investing substantially more in strong businesses t…
Capital expenditures, R&D, and maybe even acquisitions are keys to building total shareholder r…
BUY – SELL – HOLD… the tools of the equity investor. Which stocks should they buy and wh…
ABOUT FORTUNA ADVISORS
Our team has advised hundreds of clients on developing a new approach to creating exceptional value for stakeholders and shareholders. Our differentiated cash-based earnings approach to strategic management and capital allocation draws on years of experience as advisors and investors at Credit Suisse, Morgan Stanley, Lehman Brothers, DLJ, Stern Stewart, Marakon, Ernst & Young, and ISS.
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