Skin in the Game – Investing in founder-led businesses
A core ideology of our investment approach for BKI Investment Company and the Contact Australian Ex-50 Fund is our unwavering conviction in the importance of alignment. Founder led businesses tend to outperform significantly over the long-term. In this, our latest edition of Contact Insights, we present our findings on how significant that outperformance is. Charlie Munger was certainly onto something when he famously quipped “Show me the incentive and I’ll show you the outcome”.
