Rwabutaza Events – CFA Society of Columbus Luncheon – Capturing The Next $10 Trillion: A Value-Chain Framework for Active Equity Investing Through Paradigm Shifts
The Plaza on Capitol Square 75 E State St, ColumbusAs indices become increasingly concentrated, even “passive” allocations embed consequential assumptions about where future economic value will accrue. Drawing on an investment process developed by a former fundamental equity team of an Ohio pension, this presentation examines how value-chain analyses can identify public companies positioned to create shareholder value amid an unlimited intelligence arms-race, rising […]