TheBitCast

Ep. 156: John Dickie, HighVista Strategies | Manager Selection in the Lower Middle Market

Podcast: Private Equity Value Creation Podcast · Gordon Cheng

Opublikowano: 2026-10-27

On this episode, John Dickie, Partner and Co-Head of Private Equity at HighVista Strategies, explains how HighVista evaluates the lower middle market managers it backs. Learn what separates the managers LPs back fund after fund from the rest, the role fund size plays in that decision and the conversations that show whether a value creation playbook holds up in practice.Hear how a sharp slowdown in fundraising is reshaping private equity and what it means for new managers trying to raise their first fund. Then learn how LPs weigh single-asset deals against diversified fund commitments and how AI is changing...