- “We have been living in the details of the space for a very, very long time, not on a high level, not investing in stocks, [but] investing in companies, customer contracts, knowing the details. So, yes, as a sector specialist in private equity, our companies are very, very different,” Bravo said.
- His comments come as investors step up scrutiny of private-market valuations and liquidity after a wave of markdowns and redemption pressure across private credit and equity funds.