private side
4 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Apr 27, 2017 by Tom Lenehan · across every show →
Everything said about private side, oldest first
Apr 27, 2017 neutral
Rockefeller limits sector-specialist private equity managers to 1-2% of the portfolio
“We think it's okay to have groups like that, but we don't want them to have too much because if they're a sector that is out of favor, could be out of favor for a decade, and we kind of want folks that can make money at any time period, but there's a role in t…”
May 2, 2022 neutral
Aug 14, 2023
Sargent: Packard conducts 10 manager meetings and up to 30 reference calls
“I'm thinking of some managers we've added to the portfolio recently on the private side where we would have 10 pretty in-depth meetings with the manager, with their team, doing case studies. We have done 25, 30 references on investments recently in the past.”