EPISODE · Dec 10, 2025 · 34 MIN
EP80: The power of investing in people - Scarcity Partners
from The Portfolio Construction Podcast
In this episode, Paul O'Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity's next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game. Tune in to learn: Why backing businesses and leaders, not just individual funds, gives you exposure across all their investments, bypasses the J curve, and can unlock greater growth potential Why the right strategic partnerships drive scale, and how to seize this opportunity in the Australian market Disciplined due diligence: How Scarcity Partners' multi‑stage process and deep relationship building surfaces the best managers How private markets could make up 10% of Australian wealth portfolios and why GP staking can help position you for early advantage* Want to deepen your understanding of private market due diligence? Discover insights from 12 industry thought leaders and their five-stage approach to refining the process. Download now. Disclaimer: Information provided is general information and not indicative of future results. *Depending on strategy and market conditions.
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EP80: The power of investing in people - Scarcity Partners
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