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Private Equity Investing in the Public Markets with Dan Rasmussen and Nick Schmitz

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Manage episode 204156147 series 2074816
Content provided by Nick McCullum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick McCullum 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.

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.

  continue reading

16 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 30, 2021 17:10 (2+ y ago). Last successful fetch was on May 28, 2020 04:07 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 204156147 series 2074816
Content provided by Nick McCullum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick McCullum 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.

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.

  continue reading

16 episodes

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