Nic Humphries
speaker
529 appearances
6 recordings
1 series
first heard Jul 2021
last heard Sep 2024
Nic Humphries’s voice in public audio — every appearance, attributed to the second.
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Appearances
Um and I think you lastly have got to have a strategy that you think
respectful of what's happening to kind of clients and you know their balance sheets and their needs.
So I think we said very clearly when we were raising the capital kind of in late twenty one, early twenty two, that we were going to be deploying that capital over a kind of three to four year period and we weren't intending to come back quickly.
That's probably a fairly common message now from people, but I think we were saying that you know nine, twelve months ago.
And I think it's it's
you know, that discipline to kind of do what we said, you know, invest over a three to four year period, you know, make sure we've got a degree of um, you know, not at the top of the cycle, there's a spread across multiple vintage years and those kind of things is really important.
No.
Yeah, I I mean
I always kind of tend to look at ratios of things like you know portfolio companies per partner or portfolio companies per executive and you know partner numbers that are approaching kind of 25 plus.
You know, we've got 150 people across our kind of executive and uh kind of portfolio kind of operations group.
So with 50-ish companies in the portfolio, you're talking about two per partner.
You're talking about kind of you know point three of a portfolio company per executive, they're pretty attractive ratios so that when you get into a period that's going to be more difficult and where we'll inevitably have some things that we need to kind of go and deal with.
First of all, our strategy means that that will probably be single digit numbers of companies that we've got to deal with and really help out.
It won't be half the portfolio, it's much more likely to be four or five.
five, six companies and I think that's between you and I kind of the numbers we're seeing at the moment.
And then you've got really huge resources to be able to gonna go help those companies.
So if we need to kind of parachute ten or fifteen people in to really help sort something out, which hopefully is not the case, but if it is, we've got the resources there.
And I think if you think back to
You know, the GFC that we worked through, it was pretty much the same then.
You know, we had a few things we had to sort out, but it was four or five things out of thirty or forty.
Showing 201–220 of 529 · page 11 of 27
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