Filtered by speaker:Henry Ellenbogen×
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2 results for “investment evaluation” by Henry Ellenbogen
investment firms aren't structured that way. So if you wanna have people who can do that, you gotta develop them internally. Second of all, it's time allocation. In general, at any point in time, we probably have 15% of our capital in the private mar
25:29 / 26:31
from transcript25:29 – 26:31
...team on every single investment, we have to look how actually the companies are doing against what we thought they would do. And then every single investment at Durable, if we own for three years, we actually do a three year look back on what we unde
1:04:29 / 1:05:32
from transcript1:04:29 – 1:05:32
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