Jul 22, 2024
Rob Small and Anil Seetharam are Managing
Directors and founding members of the Stockbridge team at Berkshire
Partners, a $5B concentrated public equity manager that sits inside
the $20B private equity firm. Unlike many public equity strategies
at private equity firms, Stockbridge works closely and
collaboratively with Berkshire’s private equity team on its
investment research and has attracted an enviable client roster of
some of the most respected allocators in the world.
Our conversation covers Rob and Anil’s history at Berkshire and the
steps they took to launch Stockbridge in 2007. We discuss their
collaboration with Berkshire’s private equity team, investment
criteria, deep dive research, decision-making process, portfolio
management, board involvement, management of stock volatility, sell
decisions, mistakes, and lessons learned over the last 17
years.
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