Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] – Invest Like the Best with Patrick O'Shaughnessy — Transcript

Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] – Invest Like the Best with Patrick O'Shaughnessy — Transcript

Market views

Bullish

PE— Private equity is experiencing significant growth, with a market size potentially reaching $6-10 trillion, far surpassing venture capital in scale and stability of returns.
CARVEOUTS— Carve-out deals in private equity offer unique opportunities, involving complex transactions where buyers must work closely with sellers for extended periods, particularly in conglomerate situations.

Bearish

HEDGEFUNDS— The hedge fund industry is experiencing a decline in new successful funds, with most new funds coming from already proven managers who don't require traditional seed capital.
ACTIVEMGMT— Active management is facing challenges with decreased investor interest, particularly for new managers, suggesting a potential decline in the sector.

Not investment advice.