Charlesbank’s David Katz Featured on Growth Investor podcast with GrowthCap’s RJ Lumba

David Katz, Managing Director at Charlesbank Capital Partners, recently joined Growth Investor with GrowthCap’s RJ Lumba to discuss the firm’s research-based investing system and the endowment heritage that shaped it.

David explained how Charlesbank invests from what he calls “Confusion to Clarity,” applying deep thematic research, disciplined underwriting and a Strong Start execution model to drive early value creation. He also shared examples, including the firm’s partnership with Lido Advisors, to illustrate how Charlesbank works with management teams to build talent, strengthen growth engines and scale businesses.

He also spoke about the collaborative, partnership-focused culture that supports this work, emphasizing the firm’s focus on continuous learning, open dialogue and idea generation.

To hear more about Charlesbank’s investing system and sector-focused approach, tune into the full conversation here.