The Ledger
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Mauboussin: Scattershot investing strategies will shift primarily to later rounds
“So there's gonna be a bottleneck at, in terms of how many firms can actually do that at a very successful level. And this is sort of Series A really adding value at the Series A level. So I think when, the more the scattershot philosophy can be later rounds pr…”
Mauboussin: Expected Long-Term Equity Returns Have Increased Significantly in 2022
“When you look at even 20, 22, Expected returns for equities have gone up a lot. I don't know if the markets are going to be good the next month, three months, six months, but I think expected returns look pretty good.”