How K1 navigates the high-priced enterprise-software market

Landmark Partners, StepStone, State of Connecticut Retirement Plans and Trust Funds, private equity, pension funds
Map of New York State in USA. Detail from the World Map. omersukrugoksu/iStock/Getty Images
Emerging managers need more than a concrete niche thesis to succeed in hypercompetitive markets like business-to-business software, the CEO of K1 Investment Management said Friday. “In the late part of the cycle like we’re in right now, it’s increasingly frothy, ...

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