Episode
E387: Where Alpha Hides in Private Equity | Josh Adams
- Published
- Jun 10, 2026
- Duration seconds
- 2084
- Processing state
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- https://howiinvestpodcast.com/episodes/00A5PNegVQ3
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Summary
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.