PE Managers Seek Defensive Plays, Says Hayfin’s Lehmler-Brown

The video discusses Haven Capital Management's role in private debt and capital solutions. Maria Lemmer Brown shares insights on market trends, thematic investments, and strategies for private equity. The discussion covers risk management, market cycles, and the importance of ESG in sustainable investing. The focus is on achieving high returns in the mid-market despite macroeconomic risks.

What was a significant factor contributing to the optimism in the private equity space at the end of 2019?

• The phase one trade agreement

• The rise of cryptocurrency

• The introduction of new tax laws

• A decrease in interest rates

Which sector is seeing increased capital due to thematic investments?

• Automotive

• Real estate

• Healthcare

• Retail

What is a defensive play in the context of thematic investments?

• Reducing investment in technology

• Diversifying across multiple industries

• Focusing on stable sectors like healthcare

• Investing in high-risk startups

What is a key strategy for achieving growth in a low-growth environment?

• Reducing operational costs

• Investing in technology and talent

• Increasing marketing spend

• Expanding into new markets

How does Haven Capital Management view the potential for double-digit returns in the mid-market?

• They are uncertain about future returns

• They think it is only possible in the US market

• They see flexibility and opportunities for high returns

• They believe it is no longer possible

What is the role of ESG parameters in investment strategies?

• To ensure compliance with government regulations

• To solely focus on environmental benefits

• To build better businesses with sustainability and profitability

• To increase short-term profits

Why is employee engagement considered important in ESG strategies?

• It is a regulatory requirement

• It contributes to building a better business

• It reduces operational costs

• It increases short-term profits