Interview with Gabriel Caillaux

Gabriel Caillaux describes General Atlantic one of the global pioneers of growth equity, with a platform that has gone global: $90 billion in assets under management, 16 offices, and 250 investors worldwide. General Atlantic strength General Atlantic on three pillars: a long-standing focus on growth, a global presence that enables it to identify the best entrepreneurs, and the ability to support companies in their international expansion.The fund stands out for its massive sourcing efforts: over 10,000 companies identified each year, 6,000 met with, 3,000 to 4,000 analyzed in detail, resulting in 30 to 50 investments made depending on market conditions.Gabriel Caillaux emphasizes the importance of major long-term technological trends, which continue to transform industries despite rising interest rates, inflation, or geopolitical tensions. In his view, these trends remain intact and now offer more attractive entry points than they did three years ago.He cites several flagship investments: Alibaba, Uber, Airbnb, Adyen, Sézane, Doctolib, and Back Market. These examples illustrate General Atlantic ability General Atlantic identify growth champions across various sectors and regions of the world. Finally, he believes that the current environment is particularly favorable for Growth Equity: high-quality companies continue to grow strongly, but their valuations have returned to much more reasonable levels.