MUMBAI: Atul Kapur, co-founder and chief investment officer (CIO), Everstone Group, in a conversation with Mint, talked about sectors that private equity (PE) firms are focusing on amid the coronavirus-led disruption, how the pandemic will likely change investments in the consumer sector, the impact of the pandemic on the PE industry and Everstone's interest in private credit investments.
Everstone Group manages over $5 billion in assets across private equity, real estate and infrastructure. Edited excerpts: As control investors, what actions have you taken to help your portfolio companies to weather the covid-19 disruption? In our experience, it is not the best companies that survive, but the companies with the best balance sheet do.