Thomas Baker’s Post

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Managing Director & Partner at Boston Consulting Group | Global Leader of Low Carbon Energy & Infrastructure Sector

BCG’s analysis has benchmarked the world’s 150 largest publicly traded energy companies on average annual total shareholder return from 2019 through 2023. Across the 13 sub-sectors analyzed, a 30% gap was found, on average, between the top- and bottom-performing companies. Top performers consistently created more value than their direct peers in the same macroeconomic context. Dive deeper into the data in our latest analysis: https://lnkd.in/gvseHmHh

David Smith

Vice President Energy & Utilities

9mo

I really enjoyed this analysis, Thomas! I found it interesting that the best performers are actively deal making and trading their portfolio. Whilst the top performers are great at this, I wonder about the firms that are not good at timing / trading and how much that is destroying value. To what extent do investors want a firm they own to itself be a portfolio manager... doesn't that increase risk and reduce the control of investors who otherwise would create their own portfolios to balance risk / reward and diversify.

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