How The Compound’s view on $HL changed

2026-09-28Bullish
“Explosive Growth of Private Markets with Erik Hirsch, CEO of Hamilton Lane | LFTC”
HL stock is undervalued relative to its strong financial performance (incentive fees, inflows), suggesting a disconnect between price and fundamentals.

I'm joined today by Eric Hirs. Eric is the CEO of Hamilton Lane. So, I want to start with uh a chart of Hamilton Lane's AUM.

six $6 billion in assets under management. To say nothing of assets under advisory, which puts you guys over a trillion dollars. But from 2005, you've grown from $6 billion in assets to around $146 billion 20 years later.