Why Markets Misprice Talent — and Why Fit Matters More

Why Markets Misprice Talent — and Why Fit Matters More

Everyone celebrates talent.
But markets consistently misjudge the one variable that actually moves outcomes: fit.

Reuters’ reporting on the spike in CEO turnover reveals something boards rarely admit publicly — many departures aren’t failures of competence. They’re mismatches. A great leader placed in the wrong environment. A world-class résumé dropped into the wrong chapter of a company’s life.

I’ve seen elite CEOs struggle because the context didn’t match their operating style. And I’ve seen “quiet” leaders outperform because the moment, culture, and complexity fit them perfectly.

At Eagle Talon Partners, we evaluate fit with the same rigor we apply to financials and leadership behavior.

Talent shapes potential. Fit determines the trajectory.

Where do you think companies misjudge CEO fit most often?

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The most overlooked risk in investing isn’t valuation. It’s leadership continuity

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more than a few quarters where a company beats earnings yet loses the narrative