Capital Allocators – Inside the Institutional Investment Industry Sachin Khajuria – Two and Twenty, An Insider’s Take on Private Equity (Capital Allocators, EP.285)
Dec 5, 2022
Sachin Khajuria, a former partner at Apollo and a 25-year veteran of private equity, discusses his book "Two and Twenty," which provides an insider's look at the industry. He emphasizes the strengths and weaknesses of private equity, stressing the need for better communication and broader profit distribution. The conversation highlights the importance of strategic deal sourcing, collaboration, and adapting investment strategies in a challenging market. Khajuria also shares personal insights on values, hobbies, and the role of family in his investment philosophy.
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Principal Mentality
- The best private equity firms operate with principal mentality, aligning their interests with investors.
- They demonstrate this through deep involvement, especially during challenging times, prioritizing long-term value over short-term gains.
The Value of the "Library"
- Successful firms possess a "library" of accumulated data, executive networks, and industry knowledge.
- This deep knowledge base provides a significant competitive edge.
The Power of Temperament
- Top firms exhibit strong temperament, enabling them to pivot, persevere, and maintain a long-term focus.
- They prioritize sustainable value creation over short-term market fluctuations.
