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Goddess Fortuna
History & Inspiration
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  company
 
  our views
  Value Creation Derives from Differentiation
  The Growth-Return Tradeoff
  Portfolio Strategy – The Right Strategy at the Right Level
  Measurement Errors – The  Problem with Front-Loaded Cost
  Understanding Investors Expectations is Critical
  Important to Plan With Cycles
  Creating Value Through Capital Deployment
 

Incorporating M&A as
a Strategic Tool

  Targeting the Right
Investors Counts
  Focus and Discipline from
Internal Capitalism
   
 
 
   
   
  our views
 
 
Targeting the Right Investors Counts
 
 

- Investment styles have grown increasingly vague

  • Value, GARP, Growth, etc.

- Go by what they do and not what they say

- Do they invest in:

  • Your industry?
  • Companies with your Business Returns?
  • Market to Book like yours?
  • Your level of premium or discount valuation?
  • Your forward growth?

The performance and valuation characteristics of existing holdings indicate likelihood of investing… and holding our client’s shares.

 

 
     
 
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