The panel explores the current state and future opportunities in growth equity, highlighting a significant market reset and a shift towards sustainable, profitable businesses. Darren Cohen notes the dramatic valuation swings, peaking at unsustainable levels and then normalizing, leading to a healthier competitive landscape. Martin Escobar emphasizes that the present growth equity market is the best since 2009 due to the prolonged absence of IPOs, creating unique buying opportunities. The discussion also covers the transformative impact of AI across various industries, with panelists noting substantial productivity gains and emerging investment opportunities in application layers. The panel further discusses the importance of specialist knowledge for predicting forward profitability and the increasing relevance of strategic acquisitions as a liquidity pathway.
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