Question · Q3 2026
Anthony Allen, on behalf of Alex Blostein, asked about Hamilton Lane's software exposure, particularly in light of recent market events and potential AI-related risks, and how these businesses are performing.
Answer
Erik Hirsch, Co-Chief Executive Officer, clarified that Hamilton Lane's portfolios are highly diversified across sectors, geographies, and sizes due to its co-investment, secondary, and fund model, preventing any significant concentration in software. He stated that software exposure is not currently an issue for the firm or its clients.
Ask follow-up questions
Fintool can predict
HLNE's earnings beat/miss a week before the call