Is KKR growth that bad?
Obviously buyout is their bread and butter but I've heard the growth team is weak, any validity to that? I mean its KKR, right?
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You think because they've been successful in one strategy they're automatically going to be successful in every other strategy they try?
I don't know them well enough to credibly say they're hacks or anything like that, and they're in some respectable names (though no idea what they paid for them). That said within the industry I don't think they're seen as one of the top players like they are in buyout.
BX growth has also been absolutely getting hammered
Do you have any info on TB's growth team and how they're doing?
Awful. Fund is down real bad and honestly may not be able to raise fund 2
Isnt that just j curve and how all growth cos work during growth phase? Doesnt make sense to mark a moic 1 year in?
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