Differentiated PE Funds?
Any funds that people think are truly unique / differentiated and have a long term edge? It seems like MM/UMM is a tough place to be because there are so many people who can write checks in that size range. LMM and MF seem a little more insulated because you can find more one-off / proprietary deal flow in those ranges. Any specific firms of any size that people think are really sustainable?
Nothing is sustainable forever — it’s all about having the hunger and talent to make the right investments over time
Sure but hard to underwrite hunger when looking to join a new firm. Interested in firms that have a structural or systematic edge that other firms can’t easily replicate or compete away
SVP Global has a pretty interesting strategy of deep value and turnaround.
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