Assessing Investment Strategies
The art of assessing investment managers involves deep discussions and learning from mistakes, highlighting the importance of diligence. Focusing on inefficient markets, emerging markets and smaller private equity funds emerge as appealing opportunities for alpha generation. Additionally, the alignment of interests between managers and investors is crucial for successful investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Related Questions
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do?
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode How an $80B Asset Manager Seeds the Growth of New GP Talent?