Private Equity: from fundamentals to opportunities

Talking Capital
06/03/2025 34 min Episodio 50
Private Equity: from fundamentals to opportunities

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Episode Synopsis

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?

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