David Ross on private credit, what they look for in businesses, and the importance of diversification and portfolio construction in private credit

In this episode host Matt Schnurr speaks with David Ross, Managing Director, Private Credit at Northleaf Capital about all things private credit, including what he looks for in private businesses, and how he thinks about pricing deals. They also discuss private credit as an asset class, the importance of company management when assessing businesses, and the diversification and portfolio construction processes the team employs.