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In the News

The End of Quarterly Reporting? Not Much to Cheer About

17 August 2018 - President Trump proposed Friday that public companies should report their financial results only twice a year instead of quarterly....

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Going Long

30 July 2018 - Short-termism. IR professionals and corporate management teams are constantly battling the tendency of many investors to buy or sell shares based on short-term quarterly earnings rather than long-term results. Companies thrive when investors are with...

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What ‘Long-Term Investor’ Really Means

12 July 2018 - Every asset owner I have met proclaims they are a long-term investor in much the same way that every CEO declares that their greatest asset is their people – automatically and without thinking about it...

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Buffett Says ‘Short-Termism’ Harmful to Economy and Investors

6 July 2018 - In conjunction with Business Roundtable, an association of nearly 200 major company CEOs, they wrote that, “in our experience, quarterly earnings guidance often leads to an unhealthy focus on short-term profits at the expense of...

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Learning to Think Long-Term

8 June 2018 - ...

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Warren Buffett and Jamie Dimon Really Want Companies to Stop Giving Quarterly Earnings Guidance

7 June 2018 - Buffett, who runs Berkshire Hathaway (BRK-B), and Dimon, JPMorgan Chase & Co.’s (JPM) chief executive officer, said in a joint Wall Street Journal editorial that they are encouraging all public companies to consider moving away...

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Dimon, Buffett Urge CEOs to End Quarterly Earnings Forecasts

7 June 2018 - Buffett, who runs Berkshire Hathaway Inc., and Dimon, JPMorgan Chase & Co.’s chief executive officer, said in a joint Wall Street Journal editorial that they are encouraging all public companies to consider moving away the...

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Letter to the Editor: Don’t Write Off Corporate Short-Termism

22 May 2018 - In “Streetwise: ‘Quarterly Capitalism’ Doesn’t Add Up” (Business & Finance, May 11), James Mackintosh argues that concerns over short-termism in the U.S. economy are unfounded. While last quarter’s increased capital expenditures, largely driven by investments...

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GPIF Contracts Show its Long-Term Promise

19 May 2018 - Hiromichi Mizuno, chief investment officer of Japan’s ¥162.8 trillion ($1.5 trillion) Government Pension Investment Fund, has made hiring external managers for a full market cycle a cornerstone of GPIF’s efforts to craft fee arrangements better...

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New Zealand Super Bids to Build Auckland Light Rail Network

14 May 2018 - The NZ$38 billion ($26.9 billion) fund, which established a team last year to make sizable direct investments domestically, said last week it will seek to lead a consortium to design, build and operate a planned...

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There’s No Good Alternative to Investing in R&D

19 April 2018 - Sarah Williamson is the CEO of FCLTGlobal (formerly Focusing Capital on the Long Term), an organization cofounded in 2016 by BlackRock, CPPIB, Dow Chemical, McKinsey, and Tata Sons to encourage a longer-term focus in business...

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