Name: Is There Value in Companies Reporting Quarterly Earnings?
Uploaded: 2025-10-23T18:30:00Z
Duration: 1 min 37 s
Description: Amy Falls, chief investment officer of Northwestern University, reflected on President Donald Trump's push to end quarterly earnings reports.

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Amy Falls, chief investment officer of Northwestern University, reflected on President Donald Trump's push to end quarterly earnings reports.

https://m.wsj.net/video/20251022/1c8182b3-7e70-4660-931e-59506b1fbdaa/1/hls/manifest-hd-wifi.m3u8

Is There Value in Companies Reporting Quarterly Earnings?

President Trump has suggested that companies shouldn't have to report quarterly. Is that a good idea, do you think?

It's an interesting idea. I mean, I just spent a week in Europe where they don't report quarterly and they would say, "Yeah, it's better, "keeps people focused on the long term." On the other hand, as an investor, I sort of like transparency. I do think there's an enormous industry now that's a little overly focused on quarterly reporting and missing, and that's probably noise. So I'm intrigued with the idea. I would say I understand the thinking, but I think it's nice to get more data than less.

Yeah, I mean, it's interesting, the opaqueness versus the transparency.

Yeah.

You know, debate there. What about you? What's your take on that, Harley?

Well, I think that being public is hard, and it's a little bit of an oxymoron for Hamilton Lane because we are public, but we're public because our business is fairly easy for people to understand and to model. So it's pretty easy for research analysts and stock analysts to understand what we do. Whereas for many companies, it's much harder. There's much more up and down in their results. And I do think, to Amy's point, before, in the private equity construct, the general partner really has control of the company, can bring expertise to bear, can put people on the board who have appropriate expertise and can cause a management team to listen to the board members through incentive arrangements and that can yield pretty attractive results. We have a lot of data at Hamilton Lane about the outperformance of privately owned companies over public companies of comparable size and scale.