CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
Capital Allocators – Inside the Institutional Investment Industry
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Understanding Sector Concentration and Turnover in Private Equity
This chapter explores the implications of concentration within specific sectors like technology and healthcare, emphasizing the unique market dynamics of sub-sectors. It addresses workforce turnover in investment firms, presenting a nuanced view that recognizes turnover can lead to improvement rather than simply being detrimental. Additionally, the chapter highlights the complex relationship between general and limited partners, stressing the need for better communication to foster more balanced partnerships.
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