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
periods of kind of like volatility basically.
So I think we've been very, very consistent about about what we've done.
We didn't get dragged into kind of very high growth deals, we didn't get dragged into B to C and other areas that weren't our area of expertise.
Does that mean we'll be completely immune?
Of course not, because you know, we're bound to be affected by the general economy.
But I think we've tried to insulate ourselves as much as we can from those external factors and frankly leave our investments to be all about how we execute ourselves.
I think that's dead true.
I've always felt like we don't look as good when the market's going completely crazy because we haven't got investments that are gonna double and triple in a kind of one or two year period.
But we look relatively ca strong and highly performant when things are a little bit more tough.
I think early on, you know, was to to recognise that this might be the case and therefore from a client point of view to return a lot of c a lot of capital to clients, which we did, obviously.
You know, we've been very focused for the last kind of two plus years on DPI distributed to kind of paid in capital and we've been trying to kind of get through exit.
So we've got a relatively young portfolio.
Um second thing is to be pretty cautious about the rate of investment and I think there's
Quite a dichotomy emerging between, you know, a number of our competitors that have kind of continued through 2022 thinking this was a by the dip um opportunity.
And that could be the case.
We'll find out in three, four years' time.
We've been significantly more cautious than that.
And you know, we've been incredibly fortunate to be supported by our clients in raising 20 billion plus of new capital in the last kind of 12 months.
We believe, you know, we talked about it.
a lot between us, it's better to be cautious in an environment where we don't quite know what's going to happen.
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