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Podcast: Australian Investors Podcast
Episode: Investing in private companies: What it takes, ft. NAOS' Seb Evans
Description: Owen Rask was recently joined by Sebastian Evans of NAOS Asset Management to talk about the opportunity on offer by investing in private companies.This is a fascinating conversation that covers:
Why Sebastian wants to target private companies with $5m+ in revenue
The universe of private companies (Note: in Seb's chosen universe, there are over 50,000 private businesses compared to less than 400 on the ASX)
The risks of private company investing (there are lots)
ESG factors when you do private company investing & how NAOS manages ESG concerns
How to value and research private companies
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