In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Sam Eley are joined by David Leslie, Investment Director, for an insightful discussion on private asset investing. David explains what private equity represents as an asset class, the key traits JAADE looks for in investment opportunities, and how the team actively adds value to portfolio companies. The conversation covers recent portfolio activity, trends in the Australian private equity market, and the outlook for key holdings like Mable and Firmus. David also shares how JAADE navigates emotional involvement and maintains a disciplined valuation approach and focus on long-term returns.
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