Investment Landscape Shifts
Michael discusses the historical allure of certain asset classes driven by the need for higher returns amidst declining public market performance. He highlights the challenges faced in exiting investments, particularly in venture capital, due to low IPO levels and increased antitrust scrutiny. The conversation emphasizes the importance of finding new exit strategies, such as continuation funds, to navigate the evolving investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
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What is the role of leverage in buyouts as discussed in the episode Michael Mauboussin – Great Migration Public to Private Equity - \[Invest Like the Best, EP.189] and the clip Financing Evolution?
What is the role of leverage in buyouts as discussed in the episode Michael Mauboussin – Great Migration Public to Private Equity - \[Invest Like the Best, EP.189] and the clip Financing Evolution?
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