Karim Mawji
@karimmawjinyc.bsky.social
I evaluate CEOs the way others evaluate companies | Investing where Leadership + Fundamentals Create Shareholder Value & Drive Alpha | Founder & CEO, Eagle Talon Partners | Founder, Paragon Intel
Strategy sets direction; execution creates results. Most companies miss 30–40% of potential because execution falls short, not strategy. The operator decides how far a plan goes. Execution needs the same rigor as capital and risk.
Where does the gap show up most today?
Where does the gap show up most today?
December 3, 2025 at 7:02 PM
Strategy sets direction; execution creates results. Most companies miss 30–40% of potential because execution falls short, not strategy. The operator decides how far a plan goes. Execution needs the same rigor as capital and risk.
Where does the gap show up most today?
Where does the gap show up most today?
CEO turnover is no longer just a cleanup — it’s a strategy.
HBR notes boards are making proactive CEO changes to stay ahead of AI, regulation, and rising stakeholder pressure.
A CEO shift signals a new regime. Investors should reassess execution, culture, and capital allocation.
HBR notes boards are making proactive CEO changes to stay ahead of AI, regulation, and rising stakeholder pressure.
A CEO shift signals a new regime. Investors should reassess execution, culture, and capital allocation.
December 2, 2025 at 6:31 PM
CEO turnover is no longer just a cleanup — it’s a strategy.
HBR notes boards are making proactive CEO changes to stay ahead of AI, regulation, and rising stakeholder pressure.
A CEO shift signals a new regime. Investors should reassess execution, culture, and capital allocation.
HBR notes boards are making proactive CEO changes to stay ahead of AI, regulation, and rising stakeholder pressure.
A CEO shift signals a new regime. Investors should reassess execution, culture, and capital allocation.
Boards are leverage, not ceremony.
PwC shows 93% of execs think at least one director should be replaced, while only 32% see boards ready for future risk.
Many spend too little time on capital allocation and succession.
Strong boards sharpen leadership; weak ones dull it.
PwC shows 93% of execs think at least one director should be replaced, while only 32% see boards ready for future risk.
Many spend too little time on capital allocation and succession.
Strong boards sharpen leadership; weak ones dull it.
November 28, 2025 at 5:39 PM
Boards are leverage, not ceremony.
PwC shows 93% of execs think at least one director should be replaced, while only 32% see boards ready for future risk.
Many spend too little time on capital allocation and succession.
Strong boards sharpen leadership; weak ones dull it.
PwC shows 93% of execs think at least one director should be replaced, while only 32% see boards ready for future risk.
Many spend too little time on capital allocation and succession.
Strong boards sharpen leadership; weak ones dull it.
AI isn’t a substitute for judgment — it strengthens it.
McKinsey estimates up to a 30% profit boost in asset management, but warns that without oversight, efficiency becomes fragility.
LLMs outperform only with active human checks.
Leadership determines whether AI adds or destroys value.
McKinsey estimates up to a 30% profit boost in asset management, but warns that without oversight, efficiency becomes fragility.
LLMs outperform only with active human checks.
Leadership determines whether AI adds or destroys value.
November 27, 2025 at 6:15 PM
AI isn’t a substitute for judgment — it strengthens it.
McKinsey estimates up to a 30% profit boost in asset management, but warns that without oversight, efficiency becomes fragility.
LLMs outperform only with active human checks.
Leadership determines whether AI adds or destroys value.
McKinsey estimates up to a 30% profit boost in asset management, but warns that without oversight, efficiency becomes fragility.
LLMs outperform only with active human checks.
Leadership determines whether AI adds or destroys value.
For family capital, leadership is an existential choice.
Campden & PwC reveal weak governance and missing succession plans across family offices. One wrong CEO can undo decades.
At Eagle Talon, leadership selection is risk control.
Succession is endurance, not hierarchy.
Campden & PwC reveal weak governance and missing succession plans across family offices. One wrong CEO can undo decades.
At Eagle Talon, leadership selection is risk control.
Succession is endurance, not hierarchy.
November 26, 2025 at 7:03 PM
For family capital, leadership is an existential choice.
Campden & PwC reveal weak governance and missing succession plans across family offices. One wrong CEO can undo decades.
At Eagle Talon, leadership selection is risk control.
Succession is endurance, not hierarchy.
Campden & PwC reveal weak governance and missing succession plans across family offices. One wrong CEO can undo decades.
At Eagle Talon, leadership selection is risk control.
Succession is endurance, not hierarchy.
Sharks survive by conserving energy and striking only when conditions align.
Investors win the same way.
Bain shows concentrated funds outperform by 300–500 bps long term.
The edge comes from focus, patience, and conviction — not chasing every idea.
Investors win the same way.
Bain shows concentrated funds outperform by 300–500 bps long term.
The edge comes from focus, patience, and conviction — not chasing every idea.
November 24, 2025 at 6:20 PM
Sharks survive by conserving energy and striking only when conditions align.
Investors win the same way.
Bain shows concentrated funds outperform by 300–500 bps long term.
The edge comes from focus, patience, and conviction — not chasing every idea.
Investors win the same way.
Bain shows concentrated funds outperform by 300–500 bps long term.
The edge comes from focus, patience, and conviction — not chasing every idea.
CEOs all claim agility matters.
But Deloitte’s 2025 CEO Survey shows only 37% built organizations that adapt quickly, even though 92% rank agility as a top priority.
That gap is where Leadership Alpha lives.
Agility isn’t speed — it’s calm, intentional adjustment under pressure.
But Deloitte’s 2025 CEO Survey shows only 37% built organizations that adapt quickly, even though 92% rank agility as a top priority.
That gap is where Leadership Alpha lives.
Agility isn’t speed — it’s calm, intentional adjustment under pressure.
November 21, 2025 at 5:58 PM
CEOs all claim agility matters.
But Deloitte’s 2025 CEO Survey shows only 37% built organizations that adapt quickly, even though 92% rank agility as a top priority.
That gap is where Leadership Alpha lives.
Agility isn’t speed — it’s calm, intentional adjustment under pressure.
But Deloitte’s 2025 CEO Survey shows only 37% built organizations that adapt quickly, even though 92% rank agility as a top priority.
That gap is where Leadership Alpha lives.
Agility isn’t speed — it’s calm, intentional adjustment under pressure.
DEI debates often overlook the data.
MSCI shows top-quartile gender-diverse exec teams are 45% more likely to report higher ROE.
BCG finds women-founded startups generate 10% more revenue with less capital.
If diversity strengthens decision-making, it merits investor focus.
What’s your take?
MSCI shows top-quartile gender-diverse exec teams are 45% more likely to report higher ROE.
BCG finds women-founded startups generate 10% more revenue with less capital.
If diversity strengthens decision-making, it merits investor focus.
What’s your take?
November 20, 2025 at 6:04 PM
DEI debates often overlook the data.
MSCI shows top-quartile gender-diverse exec teams are 45% more likely to report higher ROE.
BCG finds women-founded startups generate 10% more revenue with less capital.
If diversity strengthens decision-making, it merits investor focus.
What’s your take?
MSCI shows top-quartile gender-diverse exec teams are 45% more likely to report higher ROE.
BCG finds women-founded startups generate 10% more revenue with less capital.
If diversity strengthens decision-making, it merits investor focus.
What’s your take?
Most investors stress-test financials, not leaders.
Harvard’s SHINE program shows how CEO well-being affects decisions, culture, and long-term value. Burnout and fatigue quietly distort judgment.
At Eagle Talon, we assess leadership as rigorously as financials.
Do you stress-test resilience?
Harvard’s SHINE program shows how CEO well-being affects decisions, culture, and long-term value. Burnout and fatigue quietly distort judgment.
At Eagle Talon, we assess leadership as rigorously as financials.
Do you stress-test resilience?
November 19, 2025 at 7:02 PM
Most investors stress-test financials, not leaders.
Harvard’s SHINE program shows how CEO well-being affects decisions, culture, and long-term value. Burnout and fatigue quietly distort judgment.
At Eagle Talon, we assess leadership as rigorously as financials.
Do you stress-test resilience?
Harvard’s SHINE program shows how CEO well-being affects decisions, culture, and long-term value. Burnout and fatigue quietly distort judgment.
At Eagle Talon, we assess leadership as rigorously as financials.
Do you stress-test resilience?
Quant funds sell precision — but no algorithm runs itself.
Governance, discipline, and oversight still depend on people.
At Eagle Talon, we underwrite the human factor: Leadership Alpha.
Because even in automation, judgment drives returns.
#LeadershipAlpha #EagleTalon
Governance, discipline, and oversight still depend on people.
At Eagle Talon, we underwrite the human factor: Leadership Alpha.
Because even in automation, judgment drives returns.
#LeadershipAlpha #EagleTalon
November 18, 2025 at 6:31 PM
Quant funds sell precision — but no algorithm runs itself.
Governance, discipline, and oversight still depend on people.
At Eagle Talon, we underwrite the human factor: Leadership Alpha.
Because even in automation, judgment drives returns.
#LeadershipAlpha #EagleTalon
Governance, discipline, and oversight still depend on people.
At Eagle Talon, we underwrite the human factor: Leadership Alpha.
Because even in automation, judgment drives returns.
#LeadershipAlpha #EagleTalon
The leadership traits that built yesterday’s companies won’t secure tomorrow’s.
Harvard’s 2025 study: agility, digital fluency, adaptability.
At Eagle Talon, we underwrite leadership, not just outcomes — because portfolios thrive on adaptability.
#LeadershipAlpha #EagleTalon
Harvard’s 2025 study: agility, digital fluency, adaptability.
At Eagle Talon, we underwrite leadership, not just outcomes — because portfolios thrive on adaptability.
#LeadershipAlpha #EagleTalon
November 14, 2025 at 5:39 PM
The leadership traits that built yesterday’s companies won’t secure tomorrow’s.
Harvard’s 2025 study: agility, digital fluency, adaptability.
At Eagle Talon, we underwrite leadership, not just outcomes — because portfolios thrive on adaptability.
#LeadershipAlpha #EagleTalon
Harvard’s 2025 study: agility, digital fluency, adaptability.
At Eagle Talon, we underwrite leadership, not just outcomes — because portfolios thrive on adaptability.
#LeadershipAlpha #EagleTalon
In calm markets, character hides. In crisis, it defines outcomes.
High-character CEOs deliver 5× higher ROA. The market rewards integrity, not charisma.
Character is a risk filter—one we never ignore.
🔗 www.harvardbusiness.org/insight/the-...
#LeadershipAlpha #CharacterPremium
High-character CEOs deliver 5× higher ROA. The market rewards integrity, not charisma.
Character is a risk filter—one we never ignore.
🔗 www.harvardbusiness.org/insight/the-...
#LeadershipAlpha #CharacterPremium
November 13, 2025 at 6:05 PM
In calm markets, character hides. In crisis, it defines outcomes.
High-character CEOs deliver 5× higher ROA. The market rewards integrity, not charisma.
Character is a risk filter—one we never ignore.
🔗 www.harvardbusiness.org/insight/the-...
#LeadershipAlpha #CharacterPremium
High-character CEOs deliver 5× higher ROA. The market rewards integrity, not charisma.
Character is a risk filter—one we never ignore.
🔗 www.harvardbusiness.org/insight/the-...
#LeadershipAlpha #CharacterPremium
A turnaround restores value. Sustaining it takes leadership.
Starbucks rebounded—but overreliance on growth, not innovation, slowed it again.
Recovery shows discipline. Endurance shows adaptability.
🔗 hbr.org/2008/07/how-...
#ExecutionEdge #InvestorLens
Starbucks rebounded—but overreliance on growth, not innovation, slowed it again.
Recovery shows discipline. Endurance shows adaptability.
🔗 hbr.org/2008/07/how-...
#ExecutionEdge #InvestorLens
November 12, 2025 at 7:18 PM
A turnaround restores value. Sustaining it takes leadership.
Starbucks rebounded—but overreliance on growth, not innovation, slowed it again.
Recovery shows discipline. Endurance shows adaptability.
🔗 hbr.org/2008/07/how-...
#ExecutionEdge #InvestorLens
Starbucks rebounded—but overreliance on growth, not innovation, slowed it again.
Recovery shows discipline. Endurance shows adaptability.
🔗 hbr.org/2008/07/how-...
#ExecutionEdge #InvestorLens
Good traits build value. Bad ones destroy it.
Uber’s rise under Kalanick proved both. Governance protected behavior, not performance—and culture cracked.
Markets didn’t break Uber. Leadership did.
🔗 bit.ly/4oeE4Ah
#GovernanceRisk
Uber’s rise under Kalanick proved both. Governance protected behavior, not performance—and culture cracked.
Markets didn’t break Uber. Leadership did.
🔗 bit.ly/4oeE4Ah
#GovernanceRisk
November 11, 2025 at 6:32 PM
Good traits build value. Bad ones destroy it.
Uber’s rise under Kalanick proved both. Governance protected behavior, not performance—and culture cracked.
Markets didn’t break Uber. Leadership did.
🔗 bit.ly/4oeE4Ah
#GovernanceRisk
Uber’s rise under Kalanick proved both. Governance protected behavior, not performance—and culture cracked.
Markets didn’t break Uber. Leadership did.
🔗 bit.ly/4oeE4Ah
#GovernanceRisk
The toughest loss wasn’t financial—it was leadership.
A CEO chasing optics over outcomes hid cracks that numbers couldn’t. 18 months later, collapse.
Numbers hide intent. Leadership exposes it.
🔗 bit.ly/FCLT-Short-T...
#LeadershipAlpha #LongTermThinking #InvestorLens
A CEO chasing optics over outcomes hid cracks that numbers couldn’t. 18 months later, collapse.
Numbers hide intent. Leadership exposes it.
🔗 bit.ly/FCLT-Short-T...
#LeadershipAlpha #LongTermThinking #InvestorLens
November 7, 2025 at 5:32 PM
The toughest loss wasn’t financial—it was leadership.
A CEO chasing optics over outcomes hid cracks that numbers couldn’t. 18 months later, collapse.
Numbers hide intent. Leadership exposes it.
🔗 bit.ly/FCLT-Short-T...
#LeadershipAlpha #LongTermThinking #InvestorLens
A CEO chasing optics over outcomes hid cracks that numbers couldn’t. 18 months later, collapse.
Numbers hide intent. Leadership exposes it.
🔗 bit.ly/FCLT-Short-T...
#LeadershipAlpha #LongTermThinking #InvestorLens
Markets and models matter—but leadership moves the needle.
94% of GPs say it drives >50% of returns, yet few measure it.
We treat leadership due diligence as alpha generation, not HR.
🔗 bit.ly/Teneo%E2%80%...
#LeadershipAlpha #InvestorLens
94% of GPs say it drives >50% of returns, yet few measure it.
We treat leadership due diligence as alpha generation, not HR.
🔗 bit.ly/Teneo%E2%80%...
#LeadershipAlpha #InvestorLens
November 6, 2025 at 6:08 PM
Markets and models matter—but leadership moves the needle.
94% of GPs say it drives >50% of returns, yet few measure it.
We treat leadership due diligence as alpha generation, not HR.
🔗 bit.ly/Teneo%E2%80%...
#LeadershipAlpha #InvestorLens
94% of GPs say it drives >50% of returns, yet few measure it.
We treat leadership due diligence as alpha generation, not HR.
🔗 bit.ly/Teneo%E2%80%...
#LeadershipAlpha #InvestorLens
Leadership resets test resilience.
In 2008, Howard Schultz rebuilt Starbucks by restoring discipline—not chasing trends. Closed stores, reinvested in people, refocused on experience.
Vision sets direction. Discipline drives recovery.
🔗 bit.ly/McKinsey-Sta...
#ExecutionEdge
In 2008, Howard Schultz rebuilt Starbucks by restoring discipline—not chasing trends. Closed stores, reinvested in people, refocused on experience.
Vision sets direction. Discipline drives recovery.
🔗 bit.ly/McKinsey-Sta...
#ExecutionEdge
November 5, 2025 at 7:05 PM
Leadership resets test resilience.
In 2008, Howard Schultz rebuilt Starbucks by restoring discipline—not chasing trends. Closed stores, reinvested in people, refocused on experience.
Vision sets direction. Discipline drives recovery.
🔗 bit.ly/McKinsey-Sta...
#ExecutionEdge
In 2008, Howard Schultz rebuilt Starbucks by restoring discipline—not chasing trends. Closed stores, reinvested in people, refocused on experience.
Vision sets direction. Discipline drives recovery.
🔗 bit.ly/McKinsey-Sta...
#ExecutionEdge
Future readiness = leadership discipline.
IMD’s 2025 index: the best companies share adaptability, discipline, patience & learning.
They don’t just survive volatility — they use it.
That’s the leadership edge we invest in.
#FutureReady #EagleTalon
IMD’s 2025 index: the best companies share adaptability, discipline, patience & learning.
They don’t just survive volatility — they use it.
That’s the leadership edge we invest in.
#FutureReady #EagleTalon
October 31, 2025 at 4:31 PM
Future readiness = leadership discipline.
IMD’s 2025 index: the best companies share adaptability, discipline, patience & learning.
They don’t just survive volatility — they use it.
That’s the leadership edge we invest in.
#FutureReady #EagleTalon
IMD’s 2025 index: the best companies share adaptability, discipline, patience & learning.
They don’t just survive volatility — they use it.
That’s the leadership edge we invest in.
#FutureReady #EagleTalon
Jensen Huang built NVIDIA’s lead before the AI wave.
While others chased trends, he built conviction.
→ Long-term bets
→ Relentless execution
→ Culture of innovation
Now NVIDIA defines AI.
That’s leadership — patient, precise, inevitable.
#EagleTalon #LeadershipLens
🔗 Source: NVIDIA
While others chased trends, he built conviction.
→ Long-term bets
→ Relentless execution
→ Culture of innovation
Now NVIDIA defines AI.
That’s leadership — patient, precise, inevitable.
#EagleTalon #LeadershipLens
🔗 Source: NVIDIA
October 30, 2025 at 5:08 PM
Jensen Huang built NVIDIA’s lead before the AI wave.
While others chased trends, he built conviction.
→ Long-term bets
→ Relentless execution
→ Culture of innovation
Now NVIDIA defines AI.
That’s leadership — patient, precise, inevitable.
#EagleTalon #LeadershipLens
🔗 Source: NVIDIA
While others chased trends, he built conviction.
→ Long-term bets
→ Relentless execution
→ Culture of innovation
Now NVIDIA defines AI.
That’s leadership — patient, precise, inevitable.
#EagleTalon #LeadershipLens
🔗 Source: NVIDIA
Returns follow leadership. Intel shows it.
20 yrs: ~2% annualized.
5 yrs: –11.5% while S&P +12%.
Missed mobile. Delayed chips. Lost trust.
Leadership failure — not market fate.
#LeadershipLens #Intel #ExecutionEdge #EagleTalon
20 yrs: ~2% annualized.
5 yrs: –11.5% while S&P +12%.
Missed mobile. Delayed chips. Lost trust.
Leadership failure — not market fate.
#LeadershipLens #Intel #ExecutionEdge #EagleTalon
October 28, 2025 at 5:32 PM
Returns follow leadership. Intel shows it.
20 yrs: ~2% annualized.
5 yrs: –11.5% while S&P +12%.
Missed mobile. Delayed chips. Lost trust.
Leadership failure — not market fate.
#LeadershipLens #Intel #ExecutionEdge #EagleTalon
20 yrs: ~2% annualized.
5 yrs: –11.5% while S&P +12%.
Missed mobile. Delayed chips. Lost trust.
Leadership failure — not market fate.
#LeadershipLens #Intel #ExecutionEdge #EagleTalon
During market shocks, preparation wins.
Structured finance > $380B (FT). Capex still weak (The Times).
At Eagle Talon, we stay macro aware — testing where risk hides before it hits.
Real investing leadership is judgment before noise.
#EagleTalon #MacroAware
Structured finance > $380B (FT). Capex still weak (The Times).
At Eagle Talon, we stay macro aware — testing where risk hides before it hits.
Real investing leadership is judgment before noise.
#EagleTalon #MacroAware
October 24, 2025 at 4:36 PM
During market shocks, preparation wins.
Structured finance > $380B (FT). Capex still weak (The Times).
At Eagle Talon, we stay macro aware — testing where risk hides before it hits.
Real investing leadership is judgment before noise.
#EagleTalon #MacroAware
Structured finance > $380B (FT). Capex still weak (The Times).
At Eagle Talon, we stay macro aware — testing where risk hides before it hits.
Real investing leadership is judgment before noise.
#EagleTalon #MacroAware
Readiness is a leadership choice.
Markets reward discipline, not noise.
IMD ranks BYD, Tesla, L’Oréal, Coca-Cola & Mastercard as future-ready.
Their edge: agility, data, and patience.
At Eagle Talon, we invest in leaders built to endure.
#FutureReady #EagleTalon
Markets reward discipline, not noise.
IMD ranks BYD, Tesla, L’Oréal, Coca-Cola & Mastercard as future-ready.
Their edge: agility, data, and patience.
At Eagle Talon, we invest in leaders built to endure.
#FutureReady #EagleTalon
October 22, 2025 at 6:08 PM
Readiness is a leadership choice.
Markets reward discipline, not noise.
IMD ranks BYD, Tesla, L’Oréal, Coca-Cola & Mastercard as future-ready.
Their edge: agility, data, and patience.
At Eagle Talon, we invest in leaders built to endure.
#FutureReady #EagleTalon
Markets reward discipline, not noise.
IMD ranks BYD, Tesla, L’Oréal, Coca-Cola & Mastercard as future-ready.
Their edge: agility, data, and patience.
At Eagle Talon, we invest in leaders built to endure.
#FutureReady #EagleTalon
Markets follow leadership, not headlines.
In 2008, JPMorgan under Jamie Dimon didn’t just survive — it led.
→ Strong capital
→ Disciplined risk
→ Strategic action
Resilience isn’t luck. It’s leadership built before the storm.
#EagleTalon #LeadershipSignals
In 2008, JPMorgan under Jamie Dimon didn’t just survive — it led.
→ Strong capital
→ Disciplined risk
→ Strategic action
Resilience isn’t luck. It’s leadership built before the storm.
#EagleTalon #LeadershipSignals
October 21, 2025 at 5:32 PM
Markets follow leadership, not headlines.
In 2008, JPMorgan under Jamie Dimon didn’t just survive — it led.
→ Strong capital
→ Disciplined risk
→ Strategic action
Resilience isn’t luck. It’s leadership built before the storm.
#EagleTalon #LeadershipSignals
In 2008, JPMorgan under Jamie Dimon didn’t just survive — it led.
→ Strong capital
→ Disciplined risk
→ Strategic action
Resilience isn’t luck. It’s leadership built before the storm.
#EagleTalon #LeadershipSignals
Leadership drives alpha.
Join Karim Mawji, Chief Investment Officer at Eagle Talon Partners, at the Naples Family Office Symposium on Nov 6, 11:00 AM to explore how underwriting leaders — not just companies — reveals uncorrelated, cycle-resilient returns.
🔗 www.naplesflsymposium.com/registration
Join Karim Mawji, Chief Investment Officer at Eagle Talon Partners, at the Naples Family Office Symposium on Nov 6, 11:00 AM to explore how underwriting leaders — not just companies — reveals uncorrelated, cycle-resilient returns.
🔗 www.naplesflsymposium.com/registration
October 17, 2025 at 5:01 PM
Leadership drives alpha.
Join Karim Mawji, Chief Investment Officer at Eagle Talon Partners, at the Naples Family Office Symposium on Nov 6, 11:00 AM to explore how underwriting leaders — not just companies — reveals uncorrelated, cycle-resilient returns.
🔗 www.naplesflsymposium.com/registration
Join Karim Mawji, Chief Investment Officer at Eagle Talon Partners, at the Naples Family Office Symposium on Nov 6, 11:00 AM to explore how underwriting leaders — not just companies — reveals uncorrelated, cycle-resilient returns.
🔗 www.naplesflsymposium.com/registration
Like elephants, great families never forget.
When wisdom becomes structure — governance, succession, shared values — wealth endures.
Legacy isn’t about keeping the past. It’s about building continuity that lasts.
#EagleTalon #WealthStewardship #FamilyOffice
When wisdom becomes structure — governance, succession, shared values — wealth endures.
Legacy isn’t about keeping the past. It’s about building continuity that lasts.
#EagleTalon #WealthStewardship #FamilyOffice
October 17, 2025 at 4:32 PM
Like elephants, great families never forget.
When wisdom becomes structure — governance, succession, shared values — wealth endures.
Legacy isn’t about keeping the past. It’s about building continuity that lasts.
#EagleTalon #WealthStewardship #FamilyOffice
When wisdom becomes structure — governance, succession, shared values — wealth endures.
Legacy isn’t about keeping the past. It’s about building continuity that lasts.
#EagleTalon #WealthStewardship #FamilyOffice