This question was regarding my private equity buys on Friday:
tomjrosen 49m ago
Hi Doug,
Thanks for all the useful information and education day in and day out. I would love to know based on your recent investment starter in private credit, what do you think about the growing number of redemption requests/denials that have been going on in the sector-is it not a reason to be concerned about for the quarters to come? Thanks🙏
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Dougie Kass 31m ago
the redemptions reflect sentiment/emotion more than portfolio deterioration
those redemptions have brought down the stocks to reasonable entry points
i am taking a starter position then i will monitor their portfolios’s progress
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