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Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397) Jul 22, 2024 · 4 mentions

  • ▶ 21:18 Anil Seetharam And so what that has led to is an investment that makes sense for Berkshire private equity and for Stockbridge has tended to be an investment we make together.
  • ▶ 30:00 Anil Seetharam That's been our history on the Berkshire Partners private equity side, and we carried that through to Stockbridge.
  • ▶ 56:36 Ted Seides I'd love to circle back in the current environment to a place when you started Stockbridge, you noticed that public market valuations had gotten cheaper than private markets.
  • ▶ 57:33 Rob Small So I think there's going to be great opportunities on both sides, and the key is we're excited that at Berkshire we have both the private equity group and Stockbridge to take advantage of the opportunities that arise.
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