Conviction in Investing
Rob highlights the importance of understanding behavioral finance to navigate emotional challenges in public markets. Anil draws an analogy between public and private equity, illustrating how access to information can shape investment conviction. Their experience with Skillsoft demonstrates that, with the right resources, significant insights can be gleaned from public data, achieving a level of conviction comparable to private equity.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Related Questions