What funds are very thematic? Talking about being very proactive in targeting swim lanes, verticals, business models etc. People normally throw out Parthenon into this bucket. Any others to include? Bonus points for NYC based. Growth or buyout.
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Kohlberg & Co. is known for this. Very white paper heavy. I think Veritas is pretty thesis driven too.
Evolution Equity Partners > cyber security
in addition to what's already been mentioned, atlas holdings and partners group are both strictly thematic and research driven
Any info on Atlas?
Sixth Street
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