Hg's Senior Partner and Executive Chairman Nic Humphries [CC1] joined Bloomberg Television to discuss why product innovation will drive returns, how AI is separating software winners from the rest and what it takes to build durable value in private markets.

Nic´s key takeaways:

• What drives long-term returns: developing and innovating new products, with product and engineering centricity at the heart of the business.

  • AI and software valuations are changing: AI questions predictable business models and will separate winners from the rest over the next decade.

  • Talent and in-house AI capabilities matter: 120+ AI engineers embedded across Hg's portfolio, launching products that create long-lasting value.

  • The maturing PE industry: succeeding and building real alpha increasingly requires a niche focus.

Watch the full video below: