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15 results for “investor value add”
...about adding value to your partners beyond just the knowledge and the performance you're delivering. Quite different, I would imagine, sitting at Altimeter doing one strategy than at a TPG or Goldman where there's just lots of different inputs and st
35:14 / 36:22
from transcript35:14 – 36:22
...manager, until I add value over that public market, will not earn any incentive fees, and I will pay you back. That structure in itself protects investors. And even in the fourth quartile, and I'm quoting Cambridge and Associates data now, even in th
22:17 / 23:32
from transcript22:17 – 23:32
...investor needs in a constantly evolving market landscape? Morningstar created that language, bringing order and utility to insight rich data so you can prepare for your next opportunity no matter the asset class or market.
0:46 / 1:57
from transcript0:46 – 1:57
...framework of adding value is not different between organizations. We make a point at Altimeter of asking investors when we're meeting them for the first time, what does a great partnership mean to you? If you think of the most important partners to y
35:57 / 37:06
from transcript35:57 – 37:06
...that value add for those investors. It's because at modern treasury,
1:17:57 / 1:19:02
from transcript1:17:57 – 1:19:02
...investor needs in a constantly evolving market landscape. MorningStar created that language, bringing order and utility to insight rich data so you can prepare for your next opportunity no matter the asset class or market.
4:27 / 5:31
from transcript4:27 – 5:31
...a value investor. They are a value investor. They see value there relative to what they believe the future value is, and I call them value investor too. And for us, we do both. So we are a value investor, but we're not saying we have to buy everythin
9:22 / 11:05
from transcript9:22 – 11:05
...value of not only our business from a financial perspective, but create a business that actually is much more durable and much more reliable to our customer base and actually has a potential to frankly be around for decades after we get through worki
14:17 / 15:36
from transcript14:17 – 15:36
...an add on to another company? Is this the sort of company we wanna own forever? And we've got our rules of engagement as to which fund it belongs to. And the good news is the way we work, we have our private equity management committee and executive
34:31 / 35:39
from transcript34:31 – 35:39
...investors who are great in the first category, and there are also a lot of practitioners of this activist investing who focus on the second, operational improvement. And I think what's allowed ValueAct to stand out over twenty five years is that we'v
18:43 / 19:47
from transcript18:43 – 19:47
...markets investor, that really suits my skill set much more. And then the other thing is it's a much more probabilistic endeavor. I mean, what you're doing is you're trying to find extremely high expected value investments where the average occurrence
36:43 / 37:47
from transcript36:43 – 37:47
...value investor, you would sort of look at what the current cash flows of the business are and kind of valuing it on that and not making much assumption for growth. And then there's a cohort of growth companies that weren't exactly tech companies in t
9:43 / 11:02
from transcript9:43 – 11:02
...investors are asked to cover more companies and move faster with leaner teams. With AlphaSense's AI led expert calls, their Tegus call service team sources experts based on your research criteria and lets the AI interviewer get to work. Then they tak
0:02 / 1:03
from transcript0:02 – 1:03
...term investor needs in a constantly evolving market landscape.
2:55 / 4:07
from transcript2:55 – 4:07
There's really no substitute for being inside the belly of the beast working with people for a long, long period of time to get these little nuggets. Investing is about connecting dots saying, wow, that connects to this. If this could be like that, w
38:56 / 40:15
from transcript38:56 – 40:15
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