E387: Where Alpha Hides in Private Equity | Josh Adams

2026-06-10 · 35 min · episode 387 · 7 entities

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mentioned Where Alpha Hides in Private Equity | Josh Adams concept

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E387: Where Alpha Hides in Private Equity | Josh Adams
discusses Investing concept

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Feed category: Investing

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mentioned David Weisburd person

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hosted by David Weisburd person

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Feed author/publisher: David Weisburd

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discusses Business company

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Episode description as stored

What if the best private equity opportunities are hiding inside businesses that everyone else thinks are too complicated to touch? In this episode, I sit down with Josh Adams, Partner at OpenGate Capital, to discuss why complexity has become one of the firm's greatest competitive advantages. Josh explains how OpenGate built a specialization around corporate carve-outs, why Europe offers more inefficiency than North America, and how operational improvements drive value creation in today's market. We also discuss sourcing, specialization, alignment, decision-making, and why focus has become increasingly important as private equity continues to evolve.