co-investing
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 31, 2025 by Megan Reynolds · across every show →
Everything said about co-investing, oldest first
Mar 31, 2025 negative
Reynolds: LPs Avoid Direct Public Stock Picking but Co-Invest in Risky Privates
“Very few institutional investors organizations are actively managing public equity portfolios. They're not choosing stocks directly, but almost all of them are choosing in private companies directly and co-investing in companies where they have less informatio…”
Jan 26, 2026 neutral
MacDonald: Co-investing should not involve re-underwriting the GP's deal
“The point of co-investing is not to re-underwrite the deal. It's to benefit from what they're doing, but what they've done and how they share is incredibly informative to let you know about how deep they are, how knowledgeable, what their edge is.”