Pitchbook: pension funds, private equity and underperformance
Pitchbook recently published an article on push-back pension funds are receiving due to the combination of high fees and low returns with...
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New DF report on BPY and BPYU
Dalrymple Financed published a quarterly review of BPY and BPYU. The report is based on the firms' quarterly 6-K, in the case of BPY,...
Governance and Investing
Substandard corporate governance often leads to poor investment results. In the attached opinion piece, we make the case the Brookfield...
The Importance of Sound Governance Practices in Cases of Critical Infrastructure Acquisitions
John Dizard AUGUST 30 2019 Brookfield Infrastructure Partners, like other components of the Brookfield Asset Management group, seems to...
The SEC Threatens to Go Soft on Internal Controls
A proposal to exempt certain companies from a full audit would encourage fraud and hurt investors. By Arthur Levitt Aug. 18, 2019 4:04 pm...
Dual class shares and benevolent dictators
The use of dual class shares in the IPO’s of high-flying tech firms has made corporate governance a mainstream topic. While positive, thus f
Carillion and the stubborn facts
High-profile bankruptcies and financial calamities are frequently met with retrospective “no one saw it coming” analysis and commentary. ...
To Swiss or not to swiss - that is the question
Opacity, regulatory hurdles, complexity and market concentration combine to provide excess returns and very outwardly-stable companies,...
Shareholder, stakeholder, Manager Mandate: the Ft and corporate governance
John Plender’s recent article on corporate governance in the FT is notable for its conceptual focus. Most recent governance focused...
The Fate of the Russian Tsars and Securities Market Regulation
Georg Friedrich Hegel might have had securities market regulators on his mind when he remarked that “What experience and history teach us...
WSJ Editorial
The email below was sent to the Letters to the Editor section after reading an article on the SEC’s recent decision to rescind guidance...
GGP Investors' Corporate governance issues
Free Candy, Anyone? The Deal A recent article in the Wall Street Journal discussed the revitalization of malls that Brookfield Property...
Corporate governance in an age of passive investing
Proxy service firms have a mandate to promote good corporate governance for the benefit of shareholders. The service is particularly...