Growth Investing Leader: General Atlantic’s Robb Vorhoff

General Atlantic's history and investment strategies are examined through a conversation with Robb Vorhoff, Managing Director and Global Head of Healthcare. The discussion traces the firm's origins with Chuck Feeney and Atlantic Philanthropies, emphasizing its early focus on enterprise software and Feeney's "giving while living" ethos. Vorhoff describes General Atlantic's thematic growth investing approach, which avoids turnarounds and prioritizes company growth as the primary return driver. He highlights the firm's focus on technology-enabled services and technology companies within healthcare, particularly the shift towards value-based care in the U.S. market. Oak Street Health serves as a case study, illustrating General Atlantic's hands-on involvement in technology development, team building, and strategic guidance. Vorhoff also shares insights on the qualities General Atlantic seeks in its team members, emphasizing analytical skills, entrepreneurial spirit, and a commitment to partnership.