Choosing the Right Assets for Growth Equity

The private equity industry's traditional focus on cost and efficiency is giving way to a widespread belief that technology enabled growth and disruption are more potent drivers of value. A strong sector strategy starts with a clear eyed assessment of where you have a differentiated right to win. Good and bad deals can be found in most parts of the economy. Choosing the right assets in many sectors, even sleepy ones, can generate above market returns.