Every Fund probably has an Underperforming CompanyWhat Do You Do About Yours?

Take this free assessment to evaluate the underperforming company in your portfolio, across the three critical factors, and see which one is putting your investment most at risk.

Find Out What To Do About It

26 questions

8 minutes to complete

Instant score

South African PE has trailed the JSE over the last decade. The funds that beat that average are the ones that face the weak company early.

See what this looks like

You know something is off with this one. You just cannot put your finger on it.

Every forecast miss comes with a confident reason. Then it misses again.

Margin is drifting and nobody can tell you exactly why.

The value creation plan keeps slipping a quarter, then another quarter.

You ask management what is wrong and you get a story, not an answer.

You can see the smoke. You just cannot find the fire. And the people closest to it are just dealing with the smoke.

What we score

This assessment scores one company across the three measures that identify where the fire has started.

Revenue & Growth

Is the business still tracking the plan you bought, or is sales growth quietly stalling?

Cost & Margin

Is profit leaking somewhere management cannot fully explain?

Management of the business

Is management able to make the changes required to meet the goals?

See What To Do First

How it works

Step 01

Pick your underperforming company

The one you would not bet the fund on.

Step 02

Answer the questions honestly

All from your own view as the Portfolio Manager. If more than one answer fits, choose the one that fits most.

Step 03

Get your score instantly

See which of the three puts your investment most at risk, and what action is needed to get it back on track.

Built by Jonathan Wild

Jonathan has 30 years experience of working with executives to increase revenue, reduce costs and accelerate change. He specialises in the financial services and investment sectors. He helps portfolio managers cut through underperformance, finding the root cause and deploying the right specialists to solve it.