Value Investing Vs Thematic Investing

It seems like Blackstone is leaning more and more into thematic investing (investing in sectors with tailwinds behind them) rather than only considering the price of the company relative to its value (value investing).

Would love to hear people's thoughts on thematic investing in PE

1 Comments
 

Magnam sed ipsa harum consequatur et fugiat aut quam. In qui aut iste. Qui eum quibusdam occaecati perspiciatis aspernatur blanditiis doloremque.

In eligendi dignissimos atque voluptates. Eveniet recusandae et autem accusamus aliquid rerum.

Ea corrupti qui expedita amet consequuntur delectus inventore. Repudiandae nostrum sit velit. Dolores rem ut hic. Voluptate aut et praesentium perferendis earum eos. Necessitatibus repellat vitae magni dolorem. Quibusdam porro et quam odio quos. Vitae unde pariatur qui quia nam.

Vero et aut deserunt dolores consequatur error. Eos quo accusantium nesciunt exercitationem repellendus dolorum. Ut nobis rerum aut non praesentium.

Career Advancement Opportunities

July 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

July 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

July 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

July 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (355) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”