Portfolio Construction Evolution
Joshua discusses the evolution of portfolio construction and the challenges faced by emerging GPs, emphasizing the importance of communication and inviting debate with LPs. He also addresses strategy creep and the need to articulate changes in focus while avoiding valuation insensitivity and ownership flexibility.In this clip
From this podcast
The Limited Partner
Joshua Berkowitz of Berkocorp on Why LP’s Should Care about IRR% not TVPI | E24
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