Blog Archives

On November 5, 2018, ManagementTrack recommended a short position on Adient plc (ADNT), predicting that the company would face significant challenges under the leadership of newly appointed CEO Doug Del Grosso. Leveraging an in-depth analysis of Del Grosso’s past performance … Continue reading →

On May 15, 2018, ManagementTrack recommended a long position on Chipotle Mexican Grill (CMG), primarily based on the appointment of Brian Niccol as CEO. Our conviction in this recommendation stemmed from Niccol’s proven track record at Taco Bell, a division … Continue reading →

On April 30, 2018, ManagementTrack recommended a long position on CSX Corp (CSX), predicting a successful turnaround based on the appointment of James Foote as CEO. Our confidence stemmed from Foote’s extensive experience and proven track record in the rail … Continue reading →

On January 31, 2018, ManagementTrack recommended a long position on ServiceMaster (SERV), driven by the appointment of Nikhil Varty as CEO. Our analysis, rooted in a deep dive into Varty’s background and operational prowess, suggested his leadership would significantly impact … Continue reading →

On July 31, 2017, ManagementTrack recommended a short position on Mattel (MAT), predicting that the newly appointed CEO, Margo Georgiadis, would face significant challenges in overcoming the company’s structural declines. This recommendation was grounded in a detailed analysis of Georgiadis’s … Continue reading →

Introduction: For hedge fund analysts and asset managers seeking consistent outperformance, understanding the significance of management quality is paramount. In this post, we explore Management Track’s approach, combining predictive executive data, proprietary interviews with former colleagues, and fundamental analysis to … Continue reading →