Scaling Europe
00:19:52 · Raffi Kamber
[00:19:52] S1: That's not exactly the way we approach the problem. I think the situations where you need to be faster than American funds and, it's a bidding war and all these things, it's the moment deals become consensus especially. It is obvious deals in the market. They raise larger rounds. It's... It becomes pricier. It's not exactly the the type of situations we're we're exploring in majority. The types of situations we we we're exploring a lot is before they become consensus. So we obviously have great American investors and investors from other nationalities that get interested into these companies. I think we we have to build the conviction faster and differently compared to the rest of the market. If we want to continue assembling a portfolio of companies we work with, that is different and that makes sense. And that's what we've been doing in the past five, six years. We have amazing... It's it's extremely respectable companies that we're fighting. Right? The intellectual capital and the human capital is just amazing there. If we were just a $400,000,000 fund trying to fight a $5,000,000,000 platform, I mean, we can win, but it's not exactly the same weapons we're using. Right? So we will have these types of situations and we we will win. We we actually win quite a lot in these situations. But the realities of what we're doing is that we're... We have forged ourselves an identity for finding interesting things slightly earlier, slightly differently, different industries, and you... That's the portfolio you see today, which is very different from what you would see in in other funds, I guess.
00:21:31 · Sebastian Johnson, Raffi Kamber
[00:21:31] S0: Amazing. Well, look, Raffi, thank you so much for taking the time. You and the team are having an amazing year, I look forward to seeing your continued success. Yeah, keep keep finding those non consensus deals. And, that's what we love to see. [00:21:43] S1: Yeah. Thank you. Thanks a lot for having me today. I hope it was a clear enough explanation of what we do. But glad we we had this chat. [00:21:52] S0: It's good fun. Thank you.