Christoffer Enemaerke, Portfolio Manager for EM Equity, looks at management quality and long-term value creation.
Assessing and evaluating management quality has always been a key part of our EM Equity team’s investment process. In 2023, we decided to develop our focus on management quality even further, by trying to identify key areas where management teams of successful EM companies have excelled.
Through team discussions, offsite work and analysing case studies, we found that culture, return focus, clarity and execution of strategy and investing for the future are particularly crucial elements when it comes to assessing management quality.
