View on Builders Union

Hi everyone, 

I am really curious to have your opinion about Builders Union, a $200m - $300m HF created in 2017 by Alexander Bruells and Markus Bihler. 

Their investment thesis is centered around "global young consumers" and define themselves as a "consumer-focused growth investment firm".

Does anyone know them, and what do you think about their capabilities, their ability to train and grow in-house talents (they seem to recruit some analysts directly after graduation), their growth prospects, their strategy ? 

And did anyone do their case study ? What to expect ? 

Thx fellow monkeys

3 Comments
 

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