When investing outside the U.S., governance requires even more attention than in the U.S. because bad or misaligned management teams and poor governance structures in many non-U.S. countries persist for longer without market or shareholder pressure forcing change, creating value traps when low valuation is paired with poor governance

normativepending

Speaker

Scott McBride

Evidence Quote

“governance requires even more attention...bad or management teams...go on for a long time...value trap when you do that”

Source

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride— Excess Returns
Created: 8/11/2026, 7:48:51 AM

My Notes

Loading notes...