Tuesday, February 18, 2025

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Speak Your Ebook: Moneyball Meets Non-public Fairness


Right now’s Speak Your Ebook is dropped at you by KraneShares:

See right here for extra data on the KraneShares Man Buyout Index ETF

On at this time’s present, we talk about:

  • How the portfolio was constructed
  • Taking a look at personal market valuations
  • Screening out the bottom high quality corporations
  • Focus vs diversification inside the portfolio
  • What personal fairness corporations often search for in investments
  • The Moneyball-ization of the world
  • Greg’s expertise with the Crimson Sox
  • The mountain climbing cycle as a headwind for smaller corporations

Hear right here

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