Portfolio Construction Insights
Bruce discusses the art of building a diversified investment portfolio, likening it to a makase sushi menu where each dish must delight while contributing to a cohesive whole. He emphasizes the importance of vintage diversification in buyouts and strategic focus in venture capital, particularly in information technology and healthcare. Additionally, he highlights the challenges of maintaining commitment pacing during volatile fundraising periods, such as those experienced during COVID.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Related Questions