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'Management Value Added' is important - but fundamentals still dominate

December 1 2017

The assessment of management is often referred to as a crucial element of investment analysis.

If I had a Dollar for every time someone touted the importance of “management ability” or “management quality,”

I’d undoubtedly have already retired. While it is proven that management can create and/or destroy shareholder value over time, the mechanics of how to measure this, however, can often be unclear.

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