Welcome to G7VA Perspectives
Original perspectives on value creation, execution, capital allocation, ownership, and long-term investing.
The ideas explored here have been shaped through years of operating experience and direct discussions with institutions and businesses across the world—from global investment firms, sovereign investors and established brands to smaller investors, owners and entrepreneurs.
Each paper distils recurring questions from those conversations into a single perspective—designed not to provide definitive answers or investment advice, but to challenge conventional thinking, inspire discussion, and encourage better long-term decisions.
G7VA Philosophy
Paper No. 1: Our Ten Principles Read More
Paper No. 2: The Discipline of Judgment Read More
Paper No. 3: The Advantage of Time Read More
Value Creation
Paper No. 1: What creates enterprise value? Read More
Paper No. 2: What creates ROIC? Read More
Paper No. 3: What creates sustainable growth? Read More
Private Equity
Paper No. 1: Can Operating Capability Become Private Equity's Greatest Competitive Advantage? Read More
Paper No. 2: From Financial Engineering to Enterprise Engineering. Read More
Paper No. 3: Should Operating Capability Begin Before the Investment? Read More
Venture Capital
Paper No. 1: Can Venture Capital Create Greater Enterprise Value by Combining Investment Capability with Execution Capability? Read More
Paper No. 2: Where Does Venture Capital Actually Create Value? Read More
Paper No. 3: Should Venture Capital Firms Become Company-Building Platforms? Read More
Conglomerates
Paper No. 1: Can Integration Create More Value Than Diversification Alone? Read More
Paper No. 2: Where Does the Conglomerate Advantage Actually Come From? Read More
Paper No. 3: Can Capital Allocation Become the Conglomerate's Greatest Advantage? Read More
Legacy Brands
Paper No. 1: Can heritage become a platform for future value creation? Read More
Paper No. 2: Where Does Brand Equity Actually Come From? Read More
Paper No. 3: Should Legacy Brands Be Built Around Products—or Capabilities? Read More
Public Markets
Paper No. 1: Can Investors Create Alpha Through Execution Rather Than Selection Alone? Read More
Paper No. 2: What Do Public Market Investors Actually Own?
Read More
Paper No. 3: Should Public Market Investors Think More Like Owners Than Traders? Read More
Emerging Markets
Paper No. 1: The Emerging Market Premium Read More
Paper No. 2: The Execution Gap Read More
Paper No. 3: The Agility Advantage Read More
Family Offices
Paper No. 1: The Permanent Capital Advantage Read More
Paper No. 2: The Compounding Advantage Read More
Paper No. 3: The Stewardship Advantage Read More
Sovereign Wealth Funds
Paper No. 1: Can sovereign wealth funds create greater value by investing like long-term owners rather than financial institutions? Read More
Paper No. 2: Can sovereign capital build national capability? Read More
Paper No. 3: Is permanent capital sovereign wealth's greatest advantage? Read More