cover of episode How Clearlake Capital’s José E. Feliciano is finding value across private markets

How Clearlake Capital’s José E. Feliciano is finding value across private markets

2024/11/4
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José E. Feliciano
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José E. Feliciano：Clearlake Capital 采取灵活的投资策略，在经济和信贷周期中寻找机会，而非预测经济走向。公司关注科技和工业领域，并积极利用人工智能技术提高效率和数据利用。在投资过程中，公司注重提升公司价值，并积极寻求退出机会，以实现资本增值。公司在过去几年中向投资者返还了大量资金，并通过各种方式（如出售公司、IPO 等）实现资本增值。 José E. Feliciano：当前市场存在选择性投资机会，尤其是在特殊情况和特定困境中。科技行业仍存在大量投资机会，尤其是在软件领域，公司有能力帮助公司转型。人工智能技术正处于拐点，公司正在探索其在提高效率和数据利用方面的应用。在工业领域，人工智能可以改变传统商业模式，公司拥有独特的技能和行业专业知识，能够帮助公司进行转型。 José E. Feliciano：公司重视团队合作、谦逊、持续改进和投资者利益。公司合伙人拥有互补的技能和共同的愿景，并致力于创造积极的企业文化。公司在投资中挑战传统智慧，并不断改进自身。公司对切尔西足球俱乐部的投资，体现了其将体育俱乐部视为技术驱动型业务的视角。公司致力于回馈社会，并特别关注教育、创业和公平。

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José E. Feliciano discusses how Clearlake Capital approaches investing during times of economic uncertainty, focusing on identifying opportunities across various industries.
  • Clearlake Capital focuses on understanding industry opportunities rather than predicting economic direction.
  • The firm is prepared for decreasing interest rates and increased market volatility.
  • The core strategy is to find great companies and partner with strong management teams.

Shownotes Transcript

Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more insights from great investors, listen to previous episodes from our Great Investors) series.