Back to the Basics: Building in a Downturn with Geoff Lewis
Village Global Podcast
00:00
Do You Think the Market Sentiment Is Going to Be Different in the Next Few Quarters?
A lot of the companies they've backed thare are in inods, these more capital intensive a sectors. You now it say like less tan 15 % of the capital we've deployed across all our funds. And but we cass casswise capital intensiv businesses, so we're not hyper exposed to it. Those busness tile have a tremendous amount of runaway and are going after solving huge problems.
Transcript
Play full episode
