Identifying Good (Or Bad) Capital Allocators

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Rupert Hargreaves
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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 rare, but…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk