Long-Term Growth Focus
André emphasizes the importance of a long-term growth strategy over short-term gains, advocating for decisions based on the intrinsic value of companies rather than external pressures. He highlights the trend of private equity firms selling strong companies prematurely due to fundraising needs, which can hinder overall capital generation. By maintaining ownership for extended periods, firms can significantly enhance returns and reduce transaction costs.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
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