2025 Investment Conference

What makes a great company?

What separates a good company from a great one? How do you measure success? And what defines a good leader? To find out, we asked some of our experts what corporate excellence means to them.

"The best companies are those who are at the forefront of innovation, and innovate while also taking into account the perspectives of their key stakeholders – from patients, technicians, employees, regulators, and even investors like me. Throw in a strong management, operational excellence and good capital allocation, and voila you've got a great one", says Emily Heaven, Portfolio Manager in Active Strategies.

"Ford didn't just build cars – they transformed how we make things. LVMH didn't just create luxury goods – they preserved centuries of craftmanship. Apple and Microsoft didn't just create devices – they change the way that we live and work. Most great companies are around for a long time, building values that lasts", says Pedro Furtado Reis, Co-Chief Investment Officer Active Strategies.

"There are many types of leadership that can work. I don’t think there’s only one right way to lead people. But I do believe that all good leaders have integrity and resilience. They throw you into deep water — but not too deep. They are genuine and let their personalities shine through”, says Ida Wolden Bache, Chair of Norges Bank's Executive Board.

"Companies with competitive advantages can offer products or services that are better or cheaper than others. I look for companies that have better technology, that run their operations more efficiently than others, and that have better decision-making, with the right corporate culture, and that attract top talent", says Mikael Bilet, Portfolio Manager in Active Strategies.