Strategic Resource Allocation

Are You Reinvesting Enough?

Capital expenditures, R&D, and maybe even acquisitions are keys to building total shareholder r…

Building a Better Business Portfolio by Thinking Like an Investor

BUY – SELL – HOLD… the tools of the equity investor. Which stocks should they buy and wh…

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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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FORTUNA INSIGHTS

Strategic Resource Allocation

Are You Reinvesting Enough?

Building a Better Business Portfolio by Thinking Like an Investor

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