Tag: quality ceos

Management Team Analytics – The Last Frontier

Management Team Analytics – The Last Frontier

Capital Markets professionals ingest every tidbit of industry and company-specific data under the sun in an effort to gain an edge toward Alpha generation. Yet, one large data set remains virtually untapped. That dataset is corporate Management Teams. It encompasses variations of traditional performance metrics such as equity ownership, Return on Invested Capital (ROIC), cash … Continue reading Management Team Analytics – The Last Frontier

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

The CEORater “Quality” Portfolio

The CEORater “Quality” Portfolio

Our CEORater portfolio of quality Technology names is up significantly year-to-date versus the benchmark. Recall the CEORater mock portfolio is a concentrated, equal-weight portfolio of quality Technology companies that employs a "buy and hold" strategy over the long-term. The CEORater portfolio is up 647 basis points versus the benchmark (S&P NORTH AMERICAN EXPANDED TECHNOLOGY SOFTWARE … Continue reading The CEORater “Quality” Portfolio