Academic research strongly indicates that corporate culture drives business performance and stock returns.
Because culture is challenging to evaluate, it is often poorly understood and consequently may be mispriced – suggesting an opportunity for active investors.
Ninety One’s Multi-Asset team has developed a framework for appraising corporate cultures, with the aim of helping portfolio managers and analysts identify investments with underappreciated long-term potential.
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Stephanie Niven
Portfolio Manager
Miles Hamilton
Portfolio Manager
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