Based on an analysis of over 600 large and mid-cap U.S. publicly listed companies from 2001 to 2015, this paper provides systematic evidence that a long-term approach can lead to superior performance for revenue and earnings, investment, market capitalization, and job creation.

Download Report





Corporate short-termism has been the subject of ongoing debate among leaders in business, government, and academia for decades, but hard evidence on the impact of short-termism on company performance and economic growth has remained scarce.

To fill this gap, MGI created a systematic measurement of long- and short-termism at the company level. Its findings show that companies classified as “long term” outperform their shorter-term peers on a range of key economic and financial metrics.

Based on an analysis of 615 large and mid-cap U.S. publicly listed companies from 2001 to 2015, the paper’s findings highlight the benefits to long-termism, including:

Investor-Corporate Engagement | Article

The Buyback Mirage: What Record Share Repurchases Are Hiding

By Allen He, CFA, FRM

26 November 2025 - Without disciplined capital allocation, buybacks can signal weakness, not strength. According to a recent MarketWatch article, analysts have labeled Apple’s $100 billion announcement “disappointing” — not because it was small, but because it failed to set a new record.

Learn More

Risk and Resilience | Article

Managing Geopolitical Change is Now a Core Investment Skill

By Joel Paula, CAIA, Victoria Tellez

25 November 2025 - Which is worse: missing a major disruption that creates a new long-term equilibrium, or overreacting to a temporary event that soon reverts to prior conditions? Long-term investors dislike feeling exposed, underprepared, or unaware of potential risks. Fortunately, there are steps they can take to prepare their organizations for geopolitical turbulence.

Learn More

Innovation | Podcast

Going Long Podcast: Mark Machin on The Scientific Mindset Behind Long-Term Investing

17 November 2025 - “The scientific method is pretty helpful when you think about investing — the accumulation of knowledge and insight, the fact that nothing’s ever black and white, and that you look at things on a probability-driven basis.”

Learn More