Barbell Strategy

“A lot of LPs won't even invest in that. It's like, they're so in the middle. Like a lot of LPs these days are going for the barbell strategy. They want the like a hundred million dollar and under funds or the billion dollar plus funds.”

“At the moment, we're looking at more of a Barbell strategy, that very early stage and true growth, which I believe is the growth that is using to fuel extra sales. Technology risk is out. The mid-stage, we're at a little bit of a risk area right now because we…”

“I mean, I have a framework. It's basically a barbell you know, a big chunk of the liquid bets, a big chunk of very concentrated liquid bets, and then a slug in the middle that's just more kind of like random.”