Episode 50
Private Equity: from fundamentals to opportunities
Talking Capital · Capital Generation Partners
March 6, 202534m 13s
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Show Notes
In this episode, Ian and Robert discuss Private Equity from a macro perspective:
- First principles: what is the role of private equity in portfolios?
- Building a portfolio: how does this work in practice and how opportunistic can you be?
- Opportunities: what does the current opportunity set look like?