portfolio companies

“Because most of what's in the portfolio is vastly different than it was five years ago, or what, or will be five years from now, because the companies are buying and selling all the time, and so we feel like we're less, less needful of doing that, because our …”

“44% of our portfolio got failing grades last year, simply because they could not tell us what their admissions were.”

“And today, the average ROI, return on investment, of the products that we sell to our customers, so this is the customer's benefit, is over 600%.”

“Whether you're looking for an equity return or even a debt return, you need the company to grow. And sometimes people say with debt, well, you don't really need the company to grow because they just have to pay back. And I challenge that a little bit because w…”

“What we have found is that the type of change that we bring to the table is actually easier to implement now than it was five or 10 years ago with a smaller company. Not necessarily because these companies are embracing it any more or any less, but they have j…”

“That also is borne out at least in some of the sort of quantitative studies, suggesting, for instance, that private equity-owned portfolio companies are 10 times as likely to go bankrupt as non-private equity-owned peers.”

“So when we think about our portfolio, it makes sense to us that a company that's a more efficient Consumer of emissions, shall we say, within its business activity over time as a long-term investor is likely to be more valuable than its peers who are less effi…”

“Nav loans raised to support portfolio companies are often much more acceptable to LPs, particularly in a situation where the fund has no more unfunded capital, but the GP needs to grow their portfolio or they need to defend their portfolio.”