corporate governance

“If you're a Vanguard, you can't process that question for thousands of companies. You don't have Industry analysts for a lot of those, you know, classic index fund. And so you're thinking about much more general questions, like what is the structure of good co…”

“What is troubling is the ramifications that has on the governance of the underlying companies that will drive the returns. So you could imagine if you have 95% passive investors that corporate executives could do whatever they want because their shareholder ba…”

“For most activists, it was really when you break apart the environmental, social, and governance change, it was always a governance conversation, and today I think good corporate governance is simply good corporate hygiene, and so management teams get that.”

“I find that kind of silly and frustrating when people want to apply Scandinavian levels, types of corporate governance standards on emerging markets. We are emerging. I applaud companies when they make change. It's about so many times about the trajectory of c…”

“We've noticed that as the patriarch, the family patriarch of the family hands the reins over to the next generation, a lot of that next generation Are Western educated, are conversant in this language that we've just talked about. And so they will make changes…”

“We stay away from things like telling the company what business to be in or how to operate their business. We're more about making sure we get good governance over a long period of time.”