When most investors talk about a company, they focus on products, markets, and moats

When most investors talk about a company, they focus on products, markets, and moats.

I start with the CEO.

Because no matter how strong the business model, if the leadership isn’t built to confront reality and create value — risk explodes.

Our edge is deep, forensic analysis of CEOs, C-suites, and boards — layered on top of rigorous, bottom-up fundamentals. We assess whether leadership is truly equipped for the road ahead — and whether they’re aligned with shareholders or playing for optics.

Before I look at numbers, I look at the person:

1. Does the CEO’s expertise match the company’s challenges?
2. Can they lead through crisis — or just coast in calm seas?
3. Are they owners at heart, or caretakers of a narrative?

The strongest signal of long-term value? CEO due diligence. Done right, it’s not qualitative — it’s predictive alpha.