Investment Relationships Explored
Craig shares how his relationship with Himanshu evolved through co-investments, highlighting the importance of observing research and investment theses in action. He emphasizes that while assessing individual security skills is crucial, understanding portfolio management and risk management requires deeper insights that are harder to gauge in advance. The discussion reveals the nuances of investment conviction built over time through collaboration and shared experiences.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
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