Saturday, July 14, 2007

The new dynamics of managing the corporate portfolio


* Companies today must actively manage their corporate portfolios or face off against activist shareholders, private equity firms, and hedge funds eager to jump in and do so for them.
* Yet managing a corporate portfolio isn't what it used to be; it's no longer enough just to divest underperforming businesses and reinvest in better ones.
* Companies must be—or become—the most natural owners of their businesses while balancing investment opportunities against their supply of capital, basing these moves on the predicted returns of current and potential investments.

This article contains the following exhibits:

See full Article.