There are three things all companies need, effective capital allocation, "good" shareholders and meaningful communication with stakeholders, according to a recent presentation by Philip C. Ordway, the managing principal of Anabatic Investment Partners LLC.
Q4 hedge fund letters, conference, scoops etc
Ordway's presentation was first published at the beginning of this year in The Manual of Ideas, and ValueWalk has been able to obtain a copy.
At the beginning of the presentation, Ordway notes that there are "at least a few dozen" companies that "do it right" when allocating capital and interacting with their investors. These companies are...
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