IP on August 7th, 2010
Corporate Governance, Diversified financials, Food for thought, Home, Industries, Media

As we blog and try to become more transparent for investors, potential investors and even invested companies, we’re aware of the dangers of over-exposure and “posing”, as these two NY Times pieces highlight. We feel we can avoid this trap because:  1) Transparency comes natural to us because it has always been part of our culture: we pioneered fund reports in Brazil, then annual investor meetings, and now this blog – and more to come; 2) We’re aware of the risks and have built our processes and incentive systems accordingly; and 3) We tend to assume we’re wrong – meaning we’re conservative. Since we recognize we’re learning as much as everybody else is, we will prefer to err on the side of omission.

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