We provide our companies with research reports by Valuadd® to support their strategic planning, investment management, and market analysis needs. The Valuadd® approach integrates senior commercial experience, quantitative economic data and analytical tools, and firm-level research to stress-test appearances against reality.
Valuadd® researchers bring expertise in strategic and competitive dynamics in emerging economies, and structural adjustment in advanced economies. This enables an ability to provide a unique assessment of disruptive global trends and their commercial impact.
We aim to work with our businesses to create added value - that is, to deliver improved risk-adjusted returns to investors; we recommend:
✧ Alfred Rappaport & Michael J. Mauboussin (2001), "Expectations Investing"
✧ Michael J. Mauboussin (2012), "The Success Equation: Untangling Skill & Luck in Business, Sport & Investing"
✧ Alfred Rappaport (2011), "Saving Capitalism from Short-Termism"
✧ Warren Buffett (1977-2016), Berkshire Hathaway Inc. Letters to Shareholders