Capital Allocators – Inside the Institutional Investment Industry Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Dec 5, 2022
Sachin Khajuria, a former partner at Apollo and a 25-year veteran of private equity, discusses his book "Two and Twenty," which provides an insider's look at the industry. He emphasizes the strengths and weaknesses of private equity, stressing the need for better communication and broader profit distribution. The conversation highlights the importance of strategic deal sourcing, collaboration, and adapting investment strategies in a challenging market. Khajuria also shares personal insights on values, hobbies, and the role of family in his investment philosophy.
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Size and Scope Advantages
- Larger firms benefit from broader scope, scale, and resources, enabling them to gather diverse information across various strategies.
- These advantages contribute to greater portfolio diversification and enhanced risk management.
Mid-Market Opportunities
- While larger firms have scale advantages, mid-market firms can still achieve strong returns with the right people and focus.
- Sachin suggests focusing on the people involved rather than solely on firm size when evaluating investments.
Improving Public Perception
- The private equity industry should improve its communication, emphasizing the good they do for the economy, social impact, and inclusion.
- This can reduce noise and improve accessibility.
