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Anthony Allen

Research Analyst at Goldman Sachs Group, Inc.

Anthony Allen's questions to Hamilton Lane (HLNE) leadership

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.

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