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Dry Powder: The Private Equity Podcast chevron_right

A Resilient Strategy for Uncertain Times

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Oct 18, 2022
Guest
Matthew Brockman
15:11
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1
Introduction
00:00 • 2min
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2
The Resilience of the Portfolio in a Reset Environment
01:48 • 2min
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3
Is HD Trying to Survive in a Downturn?
04:10 • 2min
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4
Are You Seeing Inflation and Margin Compression in Software Businesses?
06:01 • 3min
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5
Is the Private Equity Industry Disconnected From the Public Sector?
08:49 • 3min
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6
Are You Reconsidering Your Investment Strategy in the Event of a Downturn?
11:37 • 3min
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Hg’s Matthew Brockman explains how sector specialization can deliver surprisingly stable returns.
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