In this podcast, Kunal from Pantheon, a $67 billion multi-asset investment firm, shares insights into their investment strategies and perspectives on various Asian markets. Pantheon diversifies its investments across private equity, venture capital, infrastructure, private debt, and real estate, employing a distinctive approach that blends primary fund investments, direct co-investments, and secondary purchases. Kunal emphasizes the firm's strong relationships with fund managers and extensive market knowledge, which help them accurately price assets and manage risks effectively. He points out the tremendous growth potential in India, fueled by its young, tech-savvy population and ongoing infrastructure development. Additionally, he discusses the evolving investment landscape in Japan and Australia, stressing the need to tailor strategies to the unique features of each market. Kunal wraps up by highlighting the growing significance of data-driven insights and analytics in shaping future investment decisions.
