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21 results for “public private investing”
Company10 mentions across episodes
Public
...public equity portfolios. They're not choosing stocks directly, but almost all of them are choosing in private companies directly and co investing in companies where they have less information that are less liquid, where there's more risk.
1:02:42 / 1:04:08
from transcript1:02:42 – 1:04:08
...pool of capital, which was long short technology effectively. We also became pretty well known for doing a lot of travel related investments. But in that pool of capital, we could also do a certain amount of private investing. But we realized that fo
46:30 / 47:30
from transcript46:30 – 47:30
...privates have outperformed publics by 580 basis points. Over three year rolling periods, 500 basis points. This last three years is one of the rare three year cycles that hasn't. It's been extraordinary period. When you look at private equity, all th
48:44 / 49:53
from transcript48:44 – 49:53
...private investing was maybe buying auto dealerships or newspapers or textile companies or whatever the case may be. And as you know, in value investing, which was really the rage of that couple decades, was I'm gonna buy find a company with a bunch o
32:12 / 33:21
from transcript32:12 – 33:21
...Private wealth portfolios, particularly the so called mass affluent, typically hold only two to 5% of their assets and alternatives, compared to a range of 20 to 50% per institutions. But that's changing quickly. Innovations and structure have allowe
2:57 / 4:11
from transcript2:57 – 4:11
...intelligence, reinvesting again in venture and growth is certainly a top theme. In private equity, what surprised me is that people are moving back towards the core diversified holdings.
44:12 / 45:21
from transcript44:12 – 45:21
...particularly private equity, and the expression of it in public markets. I'm a believer that inefficiencies will continue to exist in the lower end of the market. Now I think venture is slightly different in that there are those handful of larger fun
49:26 / 50:34
from transcript49:26 – 50:34
...convergence of institutional style investing with private wealth.
3:46 / 4:55
from transcript3:46 – 4:55
...Private wealth portfolios, particularly the so called mass affluent, typically hold only two to 5% of their assets and alternatives, compared to a range of 20 to 50% per institutions. But that's changing quickly. Innovations and structure have allowe
2:57 / 4:11
from transcript2:57 – 4:11
...publics and privates, and that vehicle can also take in individual retail capital. So just from a structural standpoint, there's not a lot of choices. Our fund is structured as an interval fund. It is a closed end fund. This has become a structure th
23:55 / 25:16
from transcript23:55 – 25:16
...investing in, there's manager diversification, there's vintage year diversification, and it meets a lot of the best practices of building out a private equity portfolio that we at Cabrini would build through individual commitments to individual manag
33:01 / 34:07
from transcript33:01 – 34:07
...public when they used to. If you want exposure to that growth in these important high-tech companies, you have to invest in me, and that resonates.
26:56 / 28:01
from transcript26:56 – 28:01
...investing in public companies and not talking to private companies, you're only hearing half the story. If you're talking to them but not investing in them, they're only telling you half the story. And on occasion, the tip of the spear innovation is
37:14 / 38:42
from transcript37:14 – 38:42
...only investing in public companies and not talking to private companies, you're only hearing half the story. If you're talking to them but not investing in them, they're only telling you half the story. And on occasion, the tip of the spear innovatio
36:46 / 37:50
from transcript36:46 – 37:50
...private right now. And not only are they large and private, they are innovating in a way that's gonna change the world. This moment is particularly interesting. I think that in general, private markets are less competitive. There's obviously the core
4:30 / 5:31
from transcript4:30 – 5:31
...convergence of institutional style investing with private wealth.
3:46 / 4:55
from transcript3:46 – 4:55
...stage private company investing over the last ten years looks a little bit like this, right? So these companies or these kinds of companies, they all used to be public businesses. And the natural owners of them were public market organizations. It wa
38:59 / 40:00
from transcript38:59 – 40:00
...in private markets away from AI where the pricing and supply demand story is extremely different. If you just go to a more run of the mill company, the capital markets are not super excited to fund them, and they're evaluating them in very strict cal
51:34 / 52:51
from transcript51:34 – 52:51
...what private equity strategy generates the highest returns? Ownership of great businesses that compound over time or ownership of businesses where sponsors buy, make improvements, and sell? The former implies an investor's goal is to build a portfoli
3:51 / 4:56
from transcript3:51 – 4:56
...investing in. But as a general rule of thumb, if you do your own due diligence, you may not get the number one performing fund all the time, but you're not likely to get the 1,000 performing either. The best performance of any private equity fund in
43:30 / 44:34
from transcript43:30 – 44:34
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