55 Tips about Management

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We look for certain behavior patterns in management that are consistent with an efficient and prudent guardianship of our assets. If we visit a fan...
Excellent management is usually critical to successful turnarounds. While management changes aren’t always necessary, we often view management...
The hardest thing is to find management that actually objectively behaves in shareholders’ interest as opposed to their own long-term interest....
We'd rather analyze the company, its opportunities and issues, and how it has allocated capital in the past, without first being fed the party line....
For asset stories, we want at least to see competent management that won’t mess up the value of the assets we’ve identified. With cash-flow ideas,...
Tags: management
Character today is best judged in the proxy statement: what do they pay themselves and how? Is their financial self-interest truly aligned with mine...
I’m at a stage in my career where I’d say human behavior is the most important determinant of a business’s long-term success. I don’t care how...
[The importance of handicapping management’s skill] really depends on the type of investment we’re making. If a company is under-earning against...
Julian [Robertson] was maniacal on the importance of management: ‘Have you done your work on management?’ Yes, sir. ‘Where did the CFO go to...
We spend 12 months building a position, are actively engaged with management over the next 12 months and if it all works out, we’re exiting after...
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