Diligence Process Insights
The diligence process involves a structured approach where teams identify interesting investment ideas through meetings and reference calls. Early-stage discussions and a detailed issue memo help build a foundation for further research, allowing teams to effectively assess potential managers. Engaging in numerous reference calls is crucial, especially for new managers, as it enriches understanding and informs decision-making.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
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