Giannini: Private Equity Currently Lacks a Predominant Theme
Mario Giannini · Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309) · Apr 17, 2023 · at 27:40
Mario Giannini, CEO of Hamilton Lane, evaluates current market conditions and sector opportunities on Capital Allocators.
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“One of the curious things about at least this cycle right now is that there really isn't any predominant theme that says, oh, here's an incredible opportunity space like in tech. As John was describing, there are great characteristics behind these industries that will drive growth and profits forward, but I'm not really seeing places where people go, there's a pocket of Opportunity because values are low or there's a capital shortage or whatever it is. This is not today, anyway, a particularly theme-driven market.”
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