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21 results for “growth equity”
Concept8 mentions across episodes
growth
“Why confidence without self-awareness kills growth equity deals”
but it is not blind arrogant comfort. It is sort of trust. It is confidence, but it's quite self aware. And, you know, they, I think, would would say that going through that process was quite valuable
17:29 / 18:03
framework17:29 – 18:03
“Growth equity investor reveals what later-stage investors really scrutinize during diligence”
And I think that is one thing we certainly can bring is a sort of real awareness of what later investors will be looking at from a diligence perspective. So look at it now, fix it, and and it it can b
18:36 / 19:13
tactical advice18:36 – 19:13
...and growth equity around buyouts. And that's a fairly new it's not a new phenomenon, but it's a new phenomenon in terms of the size of that part of the industry. And I think it's because technology is now something that's okay to do a buyout around.
45:47 / 46:50
from transcript45:47 – 46:50
...of equity that are more downside protected. So not swinging for the 20% rate of return per year, but low to mid teens, net rates of return that give you more downside protection, things that look and smell like debt but have enough equity levers to g
56:14 / 57:19
from transcript56:14 – 57:19
...growth of the endowment. Since endowments can take the long term view regarding portfolio design, this feature has resulted in what most consider to be the defining characteristic of the endowment model, a focus on equity and equity like investments.
3:07 / 4:10
from transcript3:07 – 4:10
...equity, and that traction will make itself evident in the 2026,
7:31 / 8:39
from transcript7:31 – 8:39
...wealth, private equity will see growth for many years to come.
4:36 / 5:42
from transcript4:36 – 5:42
...equity portfolios today. Private equity portfolios today are comprised of companies with a wide range of holding periods, from businesses GPs intend to buy, improve, and sell within a few years to those they intend to own and compound over time. Allo
1:32 / 2:42
from transcript1:32 – 2:42
...in growth strategies in private markets. The offerings themselves, the advantages of a private equity evergreen structure are that your capital is drawn immediately and invested. You have vintage diversification. You mitigate the J curve. You're not
38:59 / 40:01
from transcript38:59 – 40:01
...structural benefits could make up perhaps 80% of the gap. The rest is up to allocators to select top private equity managers,
6:49 / 7:50
from transcript6:49 – 7:50
...equity portfolio, outside of the portfolio, or both? The existing model requires distributions to match contributions. Estimating both exits and drawdowns are an inexact science, leading investors to be more conservative in their deployment.
3:51 / 4:56
from transcript3:51 – 4:56
...equity. You have cash income, refinancings, shorter duration, three to five year assets, whereas in private equity, these are longer duration assets. The reason you see secondaries so often in private equity evergreen strategies is there's greater ab
38:11 / 39:16
from transcript38:11 – 39:16
...Private equity is one and a half times. Assuming positive returns over a decade and an ROA above the cost of capital, leverage would boost private equity returns relative to the market. Size. Private equity owned businesses are smaller than those in
5:19 / 6:21
from transcript5:19 – 6:21
...private equity. And so why isn't everyone running and putting all their money in The US public equity then? Well, once again, it's not as simple as that. If you look at 2025, just seven stocks, yes, the famous MAG seven, drove over 40% of all of the
6:47 / 7:56
from transcript6:47 – 7:56
...equity assets, it's pretty amazing. It's definitely different to how it used to be. But just on the PE point, you described, you know, your sort of research process Yes. Earlier, and you gave an example in the case of biotech. But if you're researchi
23:56 / 25:00
from transcript23:56 – 25:00
...a large cap equity investor. And I said, I think you're saying that in a pejorative way. The truth is that's not the way Alec and I saw it. The way we saw it is we picked to do this. We thought the returns going back in time ex ante of larger domesti
25:29 / 26:37
from transcript25:29 – 26:37
...equity space, harder to raise money in the private equity space. It's hard to raise money in a lot of areas. And so you're gonna see opportunities as a lot of these private companies have to find ways into the market. What I hope is gonna happen is y
51:37 / 52:45
from transcript51:37 – 52:45
...equity fund was €22,000,000,000. The flagship infrastructure fund is about the same size, and that's about double the size of the flagship funds just seven years ago. Can they keep generating 20% net IRRs at this increasing scale? And if they can't,
1:10:30 / 1:11:30
from transcript1:10:30 – 1:11:30
...and long term growth of the endowment. Since endowments can take the long term view regarding portfolio design, this feature has resulted in what most consider to be the defining characteristic of the endowment model, a focus on equity and equity lik
3:42 / 5:13
from transcript3:42 – 5:13
...fund where we're gonna target these three themes within this vintage. How do they approach that? Historically, it was all part of big flagship private equity funds. And a fund historically, the flagship strategy at EQT was roughly 40% health care and
30:41 / 31:46
from transcript30:41 – 31:46
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