Strategic Judgments Key To Corporate Portfolio Decisions

Strategic judgments about the business logic, added-value logic and capital-market logic are critical to making good portfolio decisions, notes McKinsey.

In an article containing excerpt from the new book: “Strategy for the Corporate Level: Where to Invest, What to Cut Back and How to Grow Organizations with Multiple Divisions” authored by Marcus Alexander, Andrew Campbell, Michael Goold, and Jo Whitehead, McKinsey’s Andrew Campbell points out how some companies have made tough decisions to make informed trade-offs among different reasons for buying or selling businesses.

Strategic judgments: Three logics for business decisions

The...