Private Equity Dynamics
Chris discusses the significant shift of capital towards private companies and the implications of the shrinking number of public firms. He emphasizes the importance of maintaining a concentrated portfolio with a limited number of core relationships in private equity, arguing that a focused approach can yield better returns compared to a more diversified strategy. The ongoing tension between public and private investment strategies is a central theme, highlighting the complexities of navigating these markets.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Chris Ailman – CalSTRS’ Venerable CIO (Capital Allocators, EP.86)
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