Evergreen Investment Strategy
Kathy discusses the advantages of an evergreen fund structure, emphasizing the importance of holding onto winning investments for the long term. She highlights that while luck plays a role in identifying great companies, the ability to maintain significant equity and extend the holding period is crucial for maximizing returns. The conversation also touches on the transformative potential of compounding, illustrated through their investment in a traditional pharmacy chain.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Related Questions