Hey All,
Does anyone have information on Kudu Investments ? I have been connected with them recently and wanted to hear people's opinions on the firm. They seem to have permanent capital from an insurance company, so their investment thesis tends to differ slightly from other GP stakes firms such as Blue Owl, or Dyal. Any information would be appreciated.
Are they running a process? If so what level? I networked with them , seemed like a good group
No process,
My masonic bro. introduced me to the Managing Partner and he asked me what interested me more, Partner Services or the investment team.
Got it. Obv investing is the sexier team. But I think the value creation is edge is an interesting edge in stakes. If you can create enterprise value at emerging managers you are creating more alpha then just modeling FRE growth
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