Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Cycles and Opportunities in Growth Equity
This chapter delves into the intricacies of investing in private markets across various economic cycles, focusing on the unpredictability of vintage performance. The speakers advocate for a careful yet contrarian investment strategy, while also discussing emerging opportunities in technology sectors like generative AI, cloud computing, and defense.
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