Greg Bond, CEO of Man Numeric and Head of the Americas for the Man Group, joined Michael Batnick and Ben Carlson to discuss how the private equity portfolio is constructed, the screening and company selection process, what private equity companies look for in investments, and the KraneShares Man Buyout Beta Index ETF (Ticker: BUYO).

The contents of the podcast include:

• How the portfolio was constructed
• Looking at private market valuations
• Screening out the lowest quality companies
• Concentration vs diversification within the portfolio*
• What private equity companies usually look for in investments
• The Moneyball-ization of the world
• Greg’s experience with the Red Sox
• The hiking cycle as a headwind for smaller companies

*Diversification does not ensure a profit or guarantee against a loss.

This podcast contains Greg Bond’s opinion, and it should not be regarded as investment advice or a recommendation of specific securities. Holdings are subject to change. Securities mentioned do not make up the entire portfolio and, in the aggregate, may represent a small percentage of the fund.

For BUYO standard performance, top 10 holdings, risks, and other fund information, please click here.