Ga offline met de app Player FM !
Sector Specialism
Manage episode 313450821 series 3209400
In today’s programme we are going to have an in-depth discussion on the trend of sector specialisation.
Sector specialism has become a decisive differentiator for managers when executing deals and LPs appear to be pivoting towards sector specialists in greater numbers.
But why is this? Do sector specialists deliver superior returns? How do LPs allocate capital by sector, on what criteria are sector specialists assessed, and what happens when there are long-term shifts in sector performance?
67 afleveringen
Manage episode 313450821 series 3209400
In today’s programme we are going to have an in-depth discussion on the trend of sector specialisation.
Sector specialism has become a decisive differentiator for managers when executing deals and LPs appear to be pivoting towards sector specialists in greater numbers.
But why is this? Do sector specialists deliver superior returns? How do LPs allocate capital by sector, on what criteria are sector specialists assessed, and what happens when there are long-term shifts in sector performance?
67 afleveringen
Tất cả các tập
×Welkom op Player FM!
Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.