consumer growth businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 19, 2023 by Eric Resnick · across every show →
Everything said about consumer growth businesses, oldest first
Jun 19, 2023 positive
Resnick: KSL allocates 20% to 30% to growthy consumer businesses
“And then you balance that with say, 20 or 30% of the portfolio That has more of a growthy consumer profile that may be less capital intensive, but that adds some extra alpha too. But there's probably a bigger range of investment outcomes.”