Sachin Khajuria on His Book, Private Equity, Distressed Investing and Multicultural Backgrounds
The Education of a Value Investor
The Struggle to Replicate the Biggest Firms
I've put some money to work recently in a much smaller fund that I actually hadn't heard of. Some of those firms are, you know, doubling in size every few years because there's so much demand for their capital. They have this data and intelligence that using sometimes data science to improve that. And it's hard to suddenly replicate them. That's what's hard. But that doesn't mean there aren't terrific opportunities.
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