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The Review of Corporate Finance Studies Vol. 10 No. 3 2021

Short-termism, Managerial Talent, and Firm Value

Richard T. Thakor

Carlson School of Management, University of Minnesota and MIT Laboratory for Financial Engineering

Abstract

This paper examines how the firm’s choice of investment horizon interacts with rent-seeking by privately informed, multitasking managers and the labor market. Two main results surface. First, managers prefer longer-horizon projects that permit them to extract higher rents from firms, so short-termism involves lower agency costs and is value maximizing for some firms. Second, when firms compete for managers, firms practicing short-termism attract better managerial talent when talent is unobservable, but larger firms that invest in long-horizon projects hire more talented managers when talent is revealed. (JEL D82, D86, G31, G32, J41) Received July 25, 2019; editorial decision July 7, 2020 by Editor Uday Rajan.

DOI
10.1093/rcfs/cfaa017
Volume
10
Issue
3
Pages
473-512
Language
en
Sources
bibtex:phds-export.bib crossref openalex

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