subsector expertise
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 23, 2025 by Hugh MacArthur · across every show →
Everything said about subsector expertise, oldest first
Jun 23, 2025 positive
MacArthur: PE subsector specialization makes passive CIM sorting antiquated
“The world is specialized and even hyper-specialized to the extent that the notion of doing that has become very, very antiquated because people are now organizing firms, funds, and talent around things like subsector expertise, not just sector expertise.”