Last Updated: October 3, 2025
Analyzing Management
Leadership in public companies serves as a crucial variable during both the initial due diligence and continuous risk assessment for hedge funds and asset managers. With ManagementTrack, organizations gain access to a consistent framework that filters out distractions—highlighting distinct strengths and weaknesses, identifying warning signs and positive indicators, and establishing a straightforward connection between CEO actions and investment performance.
CEO Ho’s loan and repricing misses may hinder near-term profitability goals.
Analysis of Bank of Hawaii CEO Peter Ho
Despite strong credit discipline and deposit franchise management, Peter Ho’s inability to reverse loan decline and execute on asset repricing suggests challenges in meeting the bank’s near-term profitability goals.
Management evaluated Peter Ho’s track record and skillset against the following key factors for BOH:
- Maintaining credit discipline to offset geographic concentration risk.
- Capitalizing on CD repricing to lower funding costs.
- Reversing the decline in commercial loan growth.
- Executing asset repricing to hit the 2.50% NIM target.
Peter Ho’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows 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 #1
Given the recent severe failure in interest rate risk management, how will Ho balance the urgent need to reignite “disappointing” commercial loan growth with the institutional pressure to de-risk the bank?
Question #2
To what extent will Ho’s deeply ingrained conservatism, which proved to be a liability in the last rate cycle, prevent him from adapting his playbook to proactively manage the bank’s assets and restore net interest margin in a more volatile environment?
Question #3
Considering the recent “head-scratcher” capital raise suggests a reactive decision under pressure, does Ho possess the forward-looking capital allocation discipline to rebuild shareholder value, or will he prioritize balance sheet stability at the expense of returns?
Why Do Investors Use ManagementTrack?
Q: How does ManagementTrack assess Peter Ho at BOH?
A: Through its proprietary career analysis and interviews with former colleagues, ManagementTrack determines Peter Ho’s track record, including his core strengths and weaknesses. This executive profile is then evaluated against BOH’s most critical challenges: maintaining credit discipline to offset geographic risk, capitalizing on CD repricing to lower funding costs, reversing the recent decline in commercial loan growth, and executing asset repricing to hit its net interest margin target.
Q: What additional methodologies does ManagementTrack utilize to link executive teams to future company performance?
A: ManagementTrack utilizes proprietary models to detect and assess unusual levels of executive evasion during earnings call Q&A sessions. Furthermore, its platform scrutinizes all insider transactions to identify outlier trades that are predictive of future stock performance. These signals are synthesized with the ManagementTrack Rating—a predictive 1-to-10 score for each executive—providing investors with a definitive outlook on how an executive’s capabilities will likely influence future results.
Q: What is the scope of ManagementTrack’s coverage?
A: ManagementTrack provides real-time coverage of the entire C-suite for all public 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 Peter Ho
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
Bank of Hawaii Corp. 10Q
Bank of Hawaii Corp. 10K
Bank of Hawaii Corp. Earnings Calls
Bank of Hawaii Corp. 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/
