Specialist Funds
topic on 2 shows · 3 statements across 3 episodes
3 statements about Specialist Funds, every show
Walker: Specialist venture funds struggle to build enduring firms beyond fund two
“So I always felt like the specialist funds might do better in fund one or fund two, but making a firm out of a specialist thesis is very difficult.”
Rizik: Specialist venture funds will drive outsized returns over mega funds
“We're looking at more and more funds that are specialists, that may specialize in a specific industry, or a few industries, as opposed to being generalists. So that is counter to probably the way most people you talk to are looking at the world, but we think t…”
Rory O'Driscoll: Specialist VCs face deal-loss risk; mega-funds risk subpar returns
“The risk you face as a specialist is you get crowded out by the noise, and people don't know you're amazing enough, and therefore you lose some of the at-bats to the people who have more brand. The risk you face as a brand is in your wild urge to put all the m…”