Table of Contents
Preface
What is
Reflections of an Allocator
?
Why Pursue Investing?
About Me/Contact Me
Overarching Themes & Principles
Want to Predict the Future? Look at Incentives.
Culture Really Matters.
People, People, People = A Winning Formula for Success.
Asset Allocation & Risk Allocation
Where Have All the US Public Companies Gone?
Why Invest in Private Equity?
Creating a Private Equity Investment Strategy.
Manager Selection & Co-Investing
Creating a Manager Selection Framework.
Direct Investing & Security Selection
Creating a Business Quality Framework. (Part 1)
Creating a Business Quality Framework. (Part 2)
Creating a Business Quality Framework. (Part 3)
Creating a Business Quality Framework. (Part 4)
Business & Industry/Sector Research
Aggregators in the Public Markets (Part 1): TransDigm Group.
Creating a Business Quality Framework. (Part 4)
Preface
This concludes the
Creating a Business Quality Framework
series. The following is a summary graphic, that aggregates each of the aformentioned qualities.