Christian Sinding and Sir Christopher Hohn | Panel discussion | Investment Conference 2025 |

This episode explores the contrasting investment strategies in public versus private markets, featuring Christian Sinding, CEO of EQT, and Sir Christopher Hohn. Sinding highlights EQT's focus on long-term societal themes like digitalization and decarbonization, seeking companies with strong business models and leadership. More significantly, he emphasizes the importance of relentless execution and continuous improvement, illustrated by their "full potential plan" for acquired businesses, which involves bringing in resources and pushing for growth. In contrast, Hohn advocates for long-term investment in public companies, citing the persistence of good companies and the undervaluation by short-term-oriented markets, exemplified by their 13-year investment in Safran. As the discussion pivots to the challenges in each market, Sinding acknowledges the difficulty of applying private equity models in the public market, while Hohn points out the premium paid for control in private equity and the liquidity advantages of public markets. The conversation culminates in a debate over whether the best companies are public or private, with Sinding arguing that private equity's growth allows more companies to thrive outside the public sphere.