Private investing
Trevor L Taylor built his investing on systematic and quantitative models and founded Fortius Capital as a private vehicle, so the ideas in this cluster sit at the center of his work. The entries explain how a private investor sizes a position, reads a deal memo, holds a cash reserve, allocates capital, judges private equity and carries out due diligence. Private markets have their own rhythm: holding periods have lengthened and cash has been slower to come back to owners even as deal values recovered, CFO.com reported from Bain research. Most companies that leave private ownership do so through a sale rather than a listing, CNBC found, and the basic shape of a buyout was set out plainly at the height of an earlier boom in The Washington Post.
