Zusammenfassung
Wie diversifiziert soll ein Unternehmen sein? Die Antwort auf diese Frage variierte im Laufe der letzen 50 Jahre sehr stark. Bis in die 1980er Jahre vertrauten insbesondere die grossen Unternehmen auf ein breites Portfolio, um Branchenrisiken nicht voll ausgeliefert zu sein. Die 1970 von Bruce Henderson eingeführte BCG Matrix lieferte ein Instrument das Unternehmen die Logik einer breiten Aufstellung vor Augen führte. Doch im Zuge der Globalisierung und den damit verbundenen Chancen und Herausforderungen schienen Konglomerate nicht länger konkurrenzfähig. Die Konzentration auf das Kerngeschäft war jetzt angesagt (Hamel and Prahalad, 1996). Dementsprechend setzt sich in den letzten 15 Jahren auch im deutschsprachigen Raum ein Trend hin zur Konzentration durch (Mayer and Whittington, 1999; Hautz, Mayer, Stadler, 2013), der in den USA bereits in den 1980er Jahren begann (Markides, 1995).
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Stadler, C., Wältermann, P. (2014). Diversifikation war gestern, aber vielleicht auch morgen. Überlegungen zur Portfoliogestaltung. In: Matzler, K., Pechlaner, H., Renzl, B. (eds) Strategie und Leadership. Springer Gabler, Wiesbaden. https://doi.org/10.1007/978-3-658-04057-4_1
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