The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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every show 44 of 44
Franklin: Cambridge buyout portfolio has lower leverage than the Russell 2000
“So we actually looked at the leverage level of our underlying buyout portfolio. And that analysis showed that the leverage in our buyout portfolio was actually lower than the leverage in the Russell 2000.”
Franklin: Cambridge buyout portfolio valuation marks are lower than Russell 2000
“So I can't speak for the industry as a whole, but within our buyout portfolio, the valuation marks are lower than the Russell 2000.”
Franklin: Stop pretending private equity funds actually have ten-year lives
“Frankly, very few private equity funds actually have a tenure life, as we all know, so let's stop pretending that's the case”
Franklin: Inherited a Cambridge portfolio unusually overweight in public equities
“The previous investment team had left. There was a need to substantially rebuild the investment management function. The portfolio was also, it actually done very well. But was much more heavily invested in public equities than what I was used to, or what I wo…”
Franklin: Cambridge PE managers measuring emissions jumped from one to seven
“So in 20, 22, only one of our PE managers actually measured and reported emissions, whereas in 20, 23, there's going to be seven.”