Portfolio Construction Insights
Josh discusses the challenges of investing in seeds, emphasizing the importance of time and strategic allocation. He highlights the need to understand market dynamics, such as talent and capital availability, and how these factors influence investment decisions. By anticipating shifts in the market, he shares how they successfully pivoted towards vaccine assets when public interest waned, ultimately leading to a successful venture.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
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