private equity portfolios
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 14, 2025 by Tim Sullivan · across every show →
Everything said about private equity portfolios, oldest first
Jul 14, 2025 negative
Sullivan: Private equity sells winners in 4 years and holds losers for 12
“What winds up happening is the good businesses get sold in three or four years. The bad businesses hang around for 10 or 12 years. The GPs just think, well, I can fix this, and two years from now it'll be better, and a lot of times when an asset isn't performi…”