NextWave Private Equity Differentiated Opportunities for Special Situations Investing
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Feb 13, 2025 Angelo Rufino, a Partner at Bain Capital and expert in special situations investing, joins Bridget Walsh to discuss unique opportunities in the investment landscape. He highlights the balance between risk and reward in hybrid investment strategies. Rufino shares insights on asset-based financing, especially in aviation and real estate post-COVID. They delve into managing special situations, emphasizing tailored approaches and strong management teams. Additionally, they explore the potential of early-stage asset classes in today’s volatile market.
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Hybrid Investment Strategy
- Bain Capital's Special Situations fund blends public and private market strategies.
- It seeks private equity-style upside with downside protection similar to credit investments.
Asset-Based Finance Opportunity
- Asset-based finance mirrors private credit's evolution, with banks reducing these investments.
- Bain Capital sees opportunities in high cash flow assets with supply-demand imbalances, like aviation leasing.
European Focus and Gails Investment
- Bain Capital is expanding its European presence, focusing on family-owned businesses undergoing generational transitions.
- An example is their investment in Gails, a bakery chain in London.