Research Paper

The American Technology Mittelstand: Whitepaper by Strattam Capital

The 10,000 U.S. Tech Companies Investors Are Ignoring Even if you’re a savvy tech investor, you might be missing out on a software sector that makes money, delights customers and charts sustainable growth. Largely unfollowed by analysts and unreported by media, we estimate there are 10,000 private companies toiling quietly outside of Silicon Valley on software that...

Cambridge Associates Publishes Report Ratifying Benefits of Sector Specialization

In an increasingly competitive private equity environment, sector-focused managers’ intimate knowledge of specific industries often enable them to outperform generalists invested in the same sectors. However, incorporating these “sector specialists” into private equity portfolios has yet to gain widespread acceptance as a strategy, despite the significant number of sector specialists used in ve...

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