Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono

Excess Returns · Jan 28, 2021 · 59m

There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can't be achieved via public markets. Investors typically also view the success of private equity as the result of the ability of private equity firms to go in and make operational changes to businesses to unlock their true potential. But it turns out the reality is much less exciting than that. As is the case in public market investing, it turns out that fundamentals and valuation are a large driver of returns.

In this episode, we speak to…