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Manage episode 204156147 series 2074816
Today’s conversation is with Dan Rasmussen and Nick Schmitz from Verdad Advisers.
Verdad is an investment firm that seeks to capture private equity-like returns in the public markets by quantitatively capturing the most important drivers of private equity returns. Surprisingly, these aren’t the operational improvements that many private equity firms claim, but more fundamental factors like size, value, leverage, and the willingness to pay down debt.
This conversation also includes a detailed discussion of Verdad’s favorite international market, and why capital allocation differences there make their strategy even more powerful. The first voice you’ll hear is Dan, followed by Nick. Please enjoy this conversation with Dan and Nick from Verdad Advisers.
You can sign up for Verdad's email list - where they publish truly excellent research - here.
You can view full show notes from this episode of Sure Investing here.