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Where Hg Sees Opportunity in Software

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Manage episode 353763681 series 3442174
Content provided by Magnus Henriksson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnus Henriksson 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.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.

  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 353763681 series 3442174
Content provided by Magnus Henriksson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magnus Henriksson 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.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.

  continue reading

132 episodes

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