Newsletter XXVII
November 2024
The Best and the Rest: The Profile of Winning Companies That Elevates Asset Management
The heterogeneity of corporate performance is inherent and stems from governance, which shapes strategies that are more or less growth-oriented.
The Magnificent Seven are just the tip of the iceberg of gaps that exist and persist across all advanced economic systems.
The structural gap in growth and profitability more than justifies active portfolio management and turns the search for top talent into an art.
This document is available in Italian only