Tag Archives:

US economy

Letter from New York Part II

Those who have read Jim’s note of this morning will be aware that he and I spent the latter part of last week in New York. Whilst the US economy dominated many a meeting and conversation another prevalent theme and concern was the leveraged buyout or LBO. Those familiar with our views will be well aware this is something that has concerned us as a team for sometime now. Flush with a record $172… Read the article