Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. In his transition from an analyst to a portfolio manager, he shifted the strategy to focus on the top three to five investment ideas from each analyst, significantly enhancing portfolio performance. Looking forward, Bray tells us he is focused on enhancing financial processes, including shortening reporting and forecasting cycles to better support the company’s rapid growth. He also plans to improve budget reporting to business units and implement stronger governance structures to support scaling operations.
