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Sector Specialism

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Manage episode 313450821 series 3209400
Content provided by Real Deals & The Drawdown, Real Deals, and The Drawdown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Deals & The Drawdown, Real Deals, and The Drawdown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 313450821 series 3209400
Content provided by Real Deals & The Drawdown, Real Deals, and The Drawdown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Real Deals & The Drawdown, Real Deals, and The Drawdown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

65 episodes

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