Scaling Investments
Scale is crucial, but finding the right size is a delicate balance. With a focus on maintaining a high-quality portfolio of 20 to 25 companies, the team has adapted to the changing investment landscape by increasing fund sizes to meet rising valuations. By blending value-oriented strategies with a keen eye for trends and experienced entrepreneurs, they navigate the complexities of market cycles while ensuring robust returns.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
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