Episode Details
| Title | How Clearlake Capital’s José E. Feliciano is finding value across private markets |
|---|---|
| Date | 11/4/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $HEALTHCAREIT - Clearlake Capital sees significant investment opportunities in healthcare IT, considering it their largest sector within software with strong future potential.
- “For example, health care IT is probably our largest sector within software and one that we think will continue to provide very interesting opportunities.” - Jose (10:13)
- 🟢 $AI - 🔒
- 🟢 $TECH - 🔒
- 🟢 $DIVERSITYVC - 🔒
- 🟢 $SPORTSTECH - 🔒