Published Jul 22, 2024

Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)

Rob Small and Anil Seetharam of Stockbridge delve into the intersection of public and private equity markets, sharing their long-term investment strategies and decision-making processes. The episode highlights the importance of blending thorough research with emotional intelligence, and how strategic synergies and leadership influence their high-conviction investment choices.

Episode Highlights

Topics covered

Episode Highlights

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Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)

Topics covered

Popular Clips

Boardroom Insights

Investment Analysis Insights

Navigating Conflicts

Market Reactions Explored

Investment Conviction Insights

Investment Conviction Balance

Public Equity Insights

Portfolio Positioning

Consequential Choices

Conviction in Investing

Valuation Perspectives

Long-Term Investment Insights

Lessons in Leadership

Diligence Dynamics

Episode Highlights

Long-Term Investment Principles

Public vs Private Equity

Investment Decision Process

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Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)

Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)

Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)

Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)

Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)

SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast

Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)

[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Bruce Ou – Private Market Investing at GroveStreet (EP.347)

Sachin Khajuria – Two and Twenty, An Insider’s Take on Private Equity (Capital Allocators, EP.285)

Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)

Topics covered

Popular Clips

Episode Highlights

Long-Term Investment Principles

Public vs Private EquityRob Small and Anil Seetharam, Managing Directors at Stockbridge, explore the interplay between public and private equity markets. They share insights on market dynamics, valuation methods, and strategic synergies that drive their investment strategies.

Public vs Private Equity

Investment Decision ProcessRob Small and Anil Seetharam of Stockbridge discuss their unique approach to investment decision-making, emphasizing collaboration and high-conviction choices. They share insights into their investment criteria and the influence of leadership on their strategies.

Investment Decision Process

Related Episodes