Delivering Alpha
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The Sharpe Angle: Orlando Bravo says the mantra of 'growth at all costs' is over

Software has been one of the worst-performing sectors this year amid a rising rate environment and geopolitical tensions overseas. This comes as no shock to Orlando Bravo who helms tech-focused PE firm Thoma Bravo. He says the mantra of 'growth at all costs' is over and that investors are slowly shifting their focus from momentum to fundamentals and profitability. Bravo sat down with Leslie Picker to discuss what he thinks are structural problems in the software industry, the revaluation in tech, and the growing cybersecurity risk emanating from Europe.
Thu, Mar 3 202211:20 AM EST