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“Small firms. They're at the bottom of the food chain. They…” — Capital Allocators – Inside the Institutional Investment Industry at 26:22

Capital Allocators – Inside the Institutional Investment Industry André Perold – Investing Through Exponential Change (EP.516)

“Small firms. They're at the bottom of the food chain. They are selling to the next layer up of PEE that sells to the next layer up of PEE ultimately to the large gap PEE. That's toughest at the large end where the entry multiples are the highest. The carry problem is the highest. We have found the DPI is”

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