CAIA Association & Teneo: Leadership Alpha in Private Equity

Videos

Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s contribution to investment returns and the significant effort by private equity firms to articulate their value creation credentials, evidence suggests that GPs’ efforts to measure and optimise portfolio leadership are often unstructured and deprioritised – a paradox for an industry that is supposedly obsessed with, and paid for, performance.

We invited Dr. Ashby Monk and Josh Lewsey to delve further into this topic and explore what opportunities exist to enhance operational alpha across the various investment levels of asset owners, GPs and investee companies.