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public market strategy

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 9, 2023 by Gregg Lemkau · across every show →

Everything said about public market strategy, oldest first

Jan 9, 2023 negative
Disclosure
MSD spun out its last public strategy to focus on differentiated edge
“From a public market standpoint, when I got here, we spun out our last public market strategy, really great investor, good business. We actually took a stake in his GP and gave him a bunch of capital, but it just, in the theme of where are we differentiated an…”
Gregg Lemkau Jan 9, 2023 ▶ 36:53 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
May 31, 2024 neutral
Insight
Seides: Managers hit strategic growth crossroads at five years or fund three
“A fork in the road typically comes after around five years for a public market strategy, and it fund two or three for a private market firm, with the decision to stick with what worked or grow.”
Ted Seides May 31, 2024 ▶ 3:33 WTT: The Investment Manager Playbook - What Allocators Don't See
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