Management Quality

When investing in companies, we effectively transfer our trust into company management to allocate our capital in a way that benefits us as shareholders.

Therefore, investing money with only the highest quality and trustworthy management becomes paramount.

Characteristics of High Quality Management

  • Excellent capital allocators
  • Thinking for the long-term, not next quarter
  • Honest
  • High integrity
  • Excellent track record
  • Compensation structures aligned with shareholders interest, not short-term share price increases

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