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Everything said about
HLNE
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0
Ideas · 30d
2
Episodes
3.5
Avg depth
2
Ideas · all time
The conversation · most recent first
29 APR29 APRANIMAL SPIRITS · 38:00
Private equity secondaries face accounting scrutiny
"A short thesis on Hamilton Lane argued the firm uses aggressive markups on secondary private equity purchases and changed its fee structure to pull forward incentive fees based on those marks."
BEARISHIn depth · 4/5
22 AUG22 AUG 2025THE MEB FABER SHOW · 15:30
Hamilton Lane's incentive fee change is appalling
"The guest singled out Hamilton Lane for changing its compensation structure to pay incentive fees based on paper markups of secondary LP interests, not realized gains, calling the practice unbelievable."
BEARISHSubstantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION