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11 results for “investment thesis”
Topic2 mentions across episodes
Investment thesis
What we did was we said, look. We're gonna create a product before seeing if it's a good business. I wanna create what I would deem to be the most shareholder friendly or investor friendly way to gain access to long exposure. Let's do that, and then
51:45 / 52:46
from transcript51:45 – 52:46
...a thesis. They're investing between 60 and $80 of that investment for the platform and reserving 20 to 40 for add ons. We're almost exact inverse. I'm committing a $100 to a thesis. I'll deploy 5 to 25 for the platform. And what that does is it creat
14:10 / 15:17
from transcript14:10 – 15:17
We're not marking that book. Bloomberg is marking that book, which is something that's valued amongst real estate private equity investors. The fees are very fair. It's a 1% flat fee. There's a incredible benefit from a tax perspective. If run proper
50:59 / 52:02
from transcript50:59 – 52:02
And what we really see is that, one, there's almost no relationship and the r squared is close to zero, usually de minimis. And there's a reason for that. One is that sometimes cheap deals are cheap for a very good reason. There's a lot of risk in th
26:18 / 27:25
from transcript26:18 – 27:25
...for entry, but also to exit potentially if that catalyst has come and gone and your thesis hasn't played out. The fourth step is the edge, and that is to say, if the market's typically efficient, what is the market missing? What insights do we believ
44:12 / 45:20
from transcript44:12 – 45:20
...and your thesis hasn't played out. The fourth step is the edge, and that is to say, if the market's typically efficient, what is the market missing? What insights do we believe that we have that the market is missing? And by forcing our team to actua
45:00 / 46:00
from transcript45:00 – 46:00
...$100 to a thesis. They're investing between 60 and $80 of that investment for the platform and reserving 20 to 40 for add ons. We're almost exact inverse. I'm committing a $100 to a thesis. I'll deploy 5 to
13:27 / 14:45
from transcript13:27 – 14:45
...If I go back in 2010, people thought it was an IRR investment.
18:49 / 19:52
from transcript18:49 – 19:52
So we spend time becoming sector experts and looking for opportunities where we think there's the best chance of value, right? So, we're looking for where is value, out of favor sectors, not necessarily contrarian, but just not the flavor of the days
32:59 / 34:03
from transcript32:59 – 34:03
If I could think of this as filters, The first would be a focus on North American lower middle market buyout. This is the market that we play in exclusively. As a result of playing in that market exclusively, we know the thousand plus general partner
21:03 / 22:08
from transcript21:03 – 22:08
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