Valuation Perspectives
Rob emphasizes a contrarian approach to valuation, focusing on long-term returns rather than current earnings multiples. Anil highlights the firm’s collaborative investment strategy, where both private and public equity teams share insights and materials to ensure consistent decision-making. This thorough process aims to build conviction around key investment questions, exemplified by their early analysis of a significant player in pediatric care.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)
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