什么是好公司, 如GDP per Capita, 看AUM per head. 1% of billion?

来源: Humble688 2023-07-26 17:47:53 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (960 bytes)

Thoma has 91 investment professionals and AUM of 120 billion = $1.319 Billion per head -- pretty damn impressive demonstrates much larger economies of scale than most HFs out there. Pershing is an outlier with ~10 investment professionals (could be even less) and AUM of 18.5 Billion = $1.850 Billion per head. I am honestly baffled at Thoma's economies of scale given they invest across strategies (Large cap buyout - Flagship, MM buyout - Discover, LMM buyout - Explore , and minority growth - Growth). Would love to learn more about their investment process -- seems differentiated somehow given the efficiency with which they are able to deploy capital. 

请您先登陆,再发跟帖!

发现Adblock插件

如要继续浏览
请支持本站 请务必在本站关闭/移除任何Adblock

关闭Adblock后 请点击

请参考如何关闭Adblock/Adblock plus

安装Adblock plus用户请点击浏览器图标
选择“Disable on www.wenxuecity.com”

安装Adblock用户请点击图标
选择“don't run on pages on this domain”