Mario Giannini
The Guardian
What holds, and what fails, under pressure, standards and accountability.
Mario Giannini earns The Guardian designation through a governing conviction that culture and management outlast any strategy, an orientation that points Hamilton Lane toward institutional health over short-term positioning. His candid skepticism about retail access structures shows a CEO who protects investor trust before chasing growth targets.
“Partnership fund. You hope to be invested in the manager who invested in a private company, and that's how you got access. And now there are many more ways and many more points of entry into that. And so our view is creating and capitalizing on those access points given the scale that we have is what we see as the most interesting.”
“That had less than two times interest coverage is probably looking around trying to cut costs and maybe taking equity injection in order to bring that interest coverage back below one.”
“In the market, but I think the industry writ large, we are witnessing the creation of a private capital markets kind of not dissimilar to what we saw 150 years ago underneath the old oak tree or whatever tree it was down at the corner of wall and broad. I think we're seeing the same thing.”
“Took those valuations up to full value. That's where we saw the greatest declines. I mean, in some cases, 25% declines for those types of managers.”
Masters in Business: “Mario Giannini on the Art of Investing (Podcast)”
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