management quality

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 17, 2025 by Mike Choe · across every show →

Everything said about management quality, oldest first

Feb 17, 2025 negative
Insight
Choe: Perceived PE Management Quality Is Mostly a Spurious Correlation
“You don't really know management quality when you first come to an investment. You actually develop your view of their quality depending on how that investment's going, so that's sort of a spurious correlation.”
Mike Choe Feb 17, 2025 ▶ 24:48 Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
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