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
And that's I think what we've done on every fund for the last kind of twenty plus years.
So I think it's a continuation again of that strategy.
Is it right to be a bit more cautious in twenty two given what we saw early twenty two?
Yes it was and that's what we've been.
I think I think we both think yeah that continues into twenty three and it's just because I think it's just too difficult to predict what the economy in twenty three brings.
It could turn out that actually this is a kind of fairly benign dip and we're gonna come out of it in twenty four.
Frankly, it could be much worse than GFC and it might continue.
longer and maybe even deeper and certainly I'm not bright enough to gonna figure which one of those it is from a macroeconomic point of view.
And I think in those kind of scenarios where you're not really sure
Better for us, better for our LPs to have the kinda cash in the bank as it were, and, you know, frankly take it pretty cautiously.
There'll always be opportunities.
You know, we've got a big enough portfolio and a great team, so there'll always be opportunistic, um, you know, good opportunities for us to kind of find chances to invest in a special way.
I just think it's gonna be more muted than it has been, you know, in previous years.
Yeah, I mean I think i if you take it outside the little world that we live in, which is kinda pee in software, we're clearly incredibly fortunate and there's just a lot of people that are gonna have a very, very tough time, you know, for reasons nothing to do with themselves, you know, about energy price hikes and, you know, frankly kind of government policies kinda two, three months ago that have hit them pretty poorly.
Um and I think we just have to do everything we possibly can.
And within the businesses that we own, I think we're able to do that very directly.
And I know a number of our businesses have put in place crisis funds, thinking very carefully about how we can kind of provide extra bonuses or other facilities to kind of match the kind of cost of living increases that people have got.
And I know we're trying to do that everywhere across the portfolio.
I think that's entirely right for us.
And it's in obviously the interests of our employees, but ultimately in the interests of our clients.
Showing 241–260 of 529 · page 13 of 27
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