Achilles Founder Khajuria Sees Private Equity Allocations Growing

The transcript discusses the performance of a fund, highlighting a 97% increase since its founding and a strong annualized return. It explores market strategies, particularly in buyout debt and listed alternatives, and examines the impact of liquidity on these sectors. The conversation shifts to private equity, addressing its resilience in a potential recession and the evolution of investment models. The discussion also covers market trends, the role of central banks, and the future of private equity, emphasizing its growing importance in asset allocation and economic impact.

What factors contributed to the fund's performance this year?

How does the speaker view the current state of buyout debt?

What is the speaker's outlook on the private equity industry in the context of a potential recession?

What strategies does the speaker suggest for private equity firms to adapt in changing market conditions?

What challenges does the speaker identify for firms that focus solely on one investment channel?

What are the expected trends in asset allocation towards private equity over the next decade?

How does the speaker perceive the impact of political factors on private equity investments?