Last Updated: October 7, 2025
Analyzing Management
Public company leadership plays a critical role in both initial due diligence and continuous risk assessment for hedge funds and asset managers. ManagementTrack offers a consistent framework that eliminates distractions, highlighting clear strengths and weaknesses, identifying red and green flags, and establishing a direct connection between CEO actions and investment performance.
CEO Campbell’s deal prowess may not overcome CapEx failures and regulatory stumbles
Analysis of Evergy CEO David Campbell
Despite a proven ability to secure transformational deals, Campbell’s record of failing on major capital projects and mixed regulatory performance may leave him poorly aligned with the company’s critical operational execution needs.
ManagementTrack’s analysis focuses on David Campbell’s track record and skillset against the following key factors for EVRG:
- Executing the initial $17.5B capex phase to prove capability.
- Navigating regulatory hurdles to enable growth and cost recovery.
- Executing the $2.8B equity plan without excessive dilution.
- Securing data center deals to drive transformational growth.
Report Available: Proprietary Interviews & Analysis on David Campbell Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Campbell overcome his documented history of failing on major capital projects, a weakness that directly conflicts with colleagues’ praise for his leadership?
Question Answered #2
How will Campbell leverage his interpersonal effectiveness, proven in securing large deals, to navigate the public and regulatory backlash that has challenged him previously?
Question Answered #3
How will Campbell’s top-tier financial acumen finally deliver the shareholder value needed for a strong stock, a result he has previously failed to achieve?
Why Do Investors Use ManagementTrack?
How does ManagementTrack evaluate David Campbell, CEO of EVRG?
ManagementTrack assesses David Campbell by leveraging its proprietary career analysis and insights from interviews with former colleagues to identify his historical track record, core competencies, and potential blind spots. These findings are then benchmarked against EVRG’s most pressing factors: executing its substantial capital expenditure plan, navigating complex regulatory environments, managing a significant equity issuance, and securing transformational data center contracts.
Beyond individual executive analysis, what other tools does ManagementTrack use to link management to future stock performance?
ManagementTrack incorporates several quantitative signals to forecast leadership’s impact on company results. Its proprietary models scrutinize earnings call transcripts to detect and quantify unusual patterns of executive evasion during Q&A. Furthermore, the system analyzes all insider transactions to isolate statistically significant trades that are predictive of future stock over- or underperformance. Combined with the ManagementTrack Rating—a predictive 1-to-10 score for each executive—these signals provide investors with a definitive positive or negative outlook on management’s ability to drive future performance.
What is the scope of ManagementTrack’s coverage?
ManagementTrack provides continuous, real-time coverage of the executive leadership teams at all publicly traded companies.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for David Campbell
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- Evergy, Inc. 10Q
- Evergy, Inc. 10K
- Evergy, Inc. Earnings Calls
- Evergy, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
