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ARTIFICIAL INTELLIGENCE

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Global Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.

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Quantified Strategy

Decreased uncertainty, improved decisions

Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.

We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.

We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.

We support implementation of adaptive capability and capacity.

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Thoughts

Podcast – The Real AI Signal from Davos 2026

Podcast – The Real AI Signal from Davos 2026

While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn’t about if AI works, but how it is being ruthlessly integrated into the real economy.

In our latest podcast, we break down the “Diffusion Strategy” defining 2026.

3 Key Takeaways:

  1. China and the “Global South” are trying to leapfrog: While the West debates regulation, emerging economies are treating AI as essential infrastructure.
    • China has set a goal for 70% AI diffusion by 2027.
    • The UAE has mandated AI literacy in public schools from K-12.
    • Rwanda is using AI to quadruple its healthcare workforce.
  2. The Rise of the “Agentic Self”: We aren’t just using chatbots anymore; we are employing agents. Entrepreneur Steven Bartlett revealed he has established a “Head of Experimentation and Failure” to use AI to disrupt his own business before competitors do. Musician will.i.am argued that in an age of predictive machines, humans must cultivate their “agentic self” to handle the predictable, while remaining unpredictable themselves.
  3. Rewiring the Core: Uber’s CEO Dara Khosrowshahi noted the difference between an “AI veneer” and a fundamental rewire. It’s no longer about summarising meetings; it’s about autonomous agents resolving customer issues without scripts.

The Global Advisors Perspective: Don’t wait for AGI. The current generation of models is sufficient to drive massive value today. The winners will be those who control their “sovereign capabilities” – embedding their tacit knowledge into models they own.

Read our original perspective here – https://with.ga/w1bd5

Listen to the full breakdown here – https://with.ga/2vg0z
While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn't about if AI works, but how it is being ruthlessly integrated into the real economy.

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Strategy Tools

Fast Facts

Fast Fact: Great returns aren’t enough

Fast Fact: Great returns aren’t enough

Key insights

It’s not enough to just have great returns – top-line growth is just as critical.

In fact, S&P 500 investors rewarded high-growth companies more than high-ROIC companies over the past decade.

While the distinction was less clear on the JSE, what is clear is that getting a balance of growth and returns is critical.

Strong and consistent ROIC or RONA performers provide investors with a steady flow of discounted cash flows – without growth effectively a fixed-income instrument.

Improvements in ROIC through margin improvements, efficiencies and working-capital optimisation provide point-in-time uplifts to share price.

Top-line growth presents a compounding mechanism – ROIC (and improvements) are compounded each year leading to on-going increases in share price.

However, without acceptable levels of ROIC, the benefits of compounding will be subdued and share price appreciation will be depressed – and when ROIC is below WACC value will be destroyed.

Maintaining high levels of growth is not as sustainable as maintaining high levels of ROIC – while both typically decline as industries mature, growth is usually more affected.

Getting the right balance between ROIC and growth is critical to optimising shareholder value.

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Selected News

Term: Right to Win

Term: Right to Win

“The ‘Right to Win’ (RTW) is a company’s unique, sustainable ability to succeed in a specific market by leveraging superior capabilities, products, and a differentiated ‘way to play’ that outperform competitors, giving them a better-than-even chance of creating value and growth.” – Right to Win

A company’s right to win is the recognition that it is better prepared than its competitors to attract and keep the customers it cares about, grounded in a sustainable competitive advantage that extends beyond short-term market positioning.1 This concept represents more than simply having superior resources; it is the ability to engage in any competitive market with a better-than-even chance of success consistently over time.3 The right to win emerges when a company aligns three interlocking strategic elements: a differentiated way to play, a robust capabilities system, and product and service fit that work together coherently.1

The Three Pillars of Right to Win

The foundation of a right to win rests on understanding what your company can do better than anyone else. Rather than pursuing growth indiscriminately across multiple areas, successful organisations focus on identifying three to six differentiating capabilities-the interconnected people, knowledge, systems, tools and processes that create distinctive value to customers.1,5 These capabilities differ fundamentally from assets; whilst assets such as facilities, machinery, and supplier connections can be replicated by competitors, capabilities cannot.1 The critical question becomes: “What do we do well to deliver value?”1

A well-developed way to play represents a chosen position in a market, grounded in understanding your capabilities and where the market is heading.1 This positioning must fulfil four essential criteria: there must be a market that values your approach; it must be differentiated from competitors’ ways to play; it must remain relevant given expected industry changes; and it must be supported by your capabilities system, making it feasible.1 Finally, the product and service fit ensures that offerings are directly aligned with the capabilities system, delivering superior returns to shareholders.1

Coherence acts as the binding agent across these three elements.1 Achieving alignment with one or even two elements proves insufficient; only when all three synchronise with one another and with the right market conditions can a company truly claim a sustainable right to win.1

Building and Sustaining Competitive Advantage

The right to win is not inherited; it is earned through strategic alignment and disciplined execution.2 This requires an in-depth understanding of the competitive landscape, customer expectations, and team capabilities.2 A strategy that leverages unique assets or insights creates a competitive moat, making it challenging for competitors to catch up, though execution remains where many organisations falter.2

Innovation and adaptability prove essential to sustaining this advantage.2 Organisations that continuously evolve, anticipate market shifts, and adapt their goods and services accordingly are more likely to maintain their competitive edge.2 This does not mean chasing every new trend but rather maintaining a keen sense of which innovations align with core competencies and long-term vision.2 Building a culture of excellence-attracting and nurturing top talent, fostering continuous improvement, and encouraging innovation-represents an often-overlooked yet significant asset in securing the right to win.2

Strategic Applications and Growth Pathways

Right-to-win strategies fall into four categories: customer-driven, capability-driven, value-chain-based, and those building on disruptive business models or technologies.4 The most utilised approach involves fulfilling unmet needs for existing customers that the core business does not currently address.4 However, the strategy delivering the biggest revenue gains involves leveraging core business capabilities-such as patents, technological know-how, or brand equity-to expand into adjacent and breakout businesses.4 Companies successfully utilising two or more right-to-win strategies to move into adjacent markets delivered 12 percentage points higher excess total shareholder return versus their subindustry peers.4

Assessing Your Right to Win

Organisations can evaluate their right to win through systematic analysis. This involves identifying the two most relevant competitors, determining three to six differentiating capabilities required for success, listing key assets and table-stakes activities, and rating performance across these dimensions.5 Differentiating capabilities should be specific and interconnected rather than merely listing functions or organisational units.5 For example, one of Apple’s differentiating capabilities is “innovation around customer interfaces to create better communications and entertainment experiences.”5 Assets, whilst less sustainable than capabilities, represent criteria important to the market and warrant inclusion in competitive assessment.5

Related Theorist: C.K. Prahalad and the Core Competence Framework

The concept of right to win draws significantly from the work of C.K. Prahalad (1941-2010), an influential Indian-American business theorist and consultant who fundamentally shaped modern strategic thinking through his development of the core competence framework. Prahalad’s seminal 1990 Harvard Business Review article, co-authored with Gary Hamel, “The Core Competence of the Corporation,” introduced the revolutionary idea that organisations should identify and leverage their unique, hard-to-imitate capabilities rather than pursuing diversification across unrelated business areas.1

Born in Bangalore, India, Prahalad earned his undergraduate degree in physics and mathematics before pursuing business education. He spent much of his career at the University of Michigan’s Ross School of Business, where he conducted extensive research on strategic management and organisational capability. His work challenged the prevailing strategic orthodoxy of the 1980s, which emphasised portfolio management and strategic business units. Instead, Prahalad argued that companies should view themselves as portfolios of core competencies-the collective learning and coordination of diverse production skills and technologies-rather than collections of discrete business units.

Prahalad’s framework directly underpins the right to win concept. He demonstrated that sustainable competitive advantage emerges not from owning assets but from developing distinctive capabilities that competitors cannot easily replicate. His research showed that companies like Sony, Honda, and 3M succeeded not because they possessed superior resources but because they had cultivated unique organisational capabilities in areas such as miniaturisation, engine design, or innovation processes. These capabilities enabled them to enter adjacent markets and create new products that competitors struggled to match.

Beyond core competence theory, Prahalad later developed the concept of the “bottom of the pyramid,” exploring how companies could create right-to-win strategies by serving low-income consumers in emerging markets through innovation and capability leverage. His work emphasised that strategic advantage comes from understanding what your organisation does distinctively well and then systematically building, protecting, and extending those capabilities across markets and customer segments.

Prahalad’s intellectual legacy remains central to contemporary strategic management. His insistence that capabilities-not assets-form the foundation of competitive advantage directly informs how modern organisations approach the right to win. His framework provides the theoretical scaffolding that explains why companies with seemingly fewer resources can outperform better-capitalised competitors: they possess superior, integrated capabilities that create distinctive value. This insight transformed strategic planning from a financial exercise into a capabilities-centred discipline, making Prahalad’s work indispensable to understanding the right to win in contemporary business strategy.

References

1. https://www.pwc.com/mt/en/publications/other/does-your-strategy-give-you-the-right-to-win.html

2. https://multifamilycollective.com/2024/02/strategy-how-do-we-define-our-right-to-win/

3. https://intrico.io/interview-best-practices/right-to-win

4. https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/next-in-growth/adjacent-business-growth-making-the-most-of-your-right-to-win

5. https://www.strategyand.pwc.com/gx/en/unique-solutions/capabilities-driven-strategy/right-to-win-exercise.html

6. https://steemit.com/quality/@hefziba/the-right-to-play-and-the-right-to-win-and-how-to-design-quality-into-a-product

"The 'Right to Win' (RTW) is a company's unique, sustainable ability to succeed in a specific market by leveraging superior capabilities, products, and a differentiated 'way to play' that outperform competitors, giving them a better-than-even chance of creating value and growth." - Term: Right to Win

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