Inside the Strategy Room 17. Active portfolio management: An interview with Andy West
Jun 4, 2019
Andy West, an expert in M&A strategies, discusses the trends in conglomerates, challenges in divesting assets, and the strategy of active portfolio management in M&A deals. Emphasizes the importance of proactive decision-making, CEO responsibility in portfolio rebalancing, and investing in overall strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Trends Changing the Existence of Conglomerates
02:40 • 2min
Challenges and Factors Holding Back Companies from Shedding Assets
04:46 • 3min
The Strategy of Active Portfolio Management in M&A Deals
08:16 • 4min
CEO Responsibility and Portfolio Rebalancing
12:41 • 11min