Venture Portfolio
topic on 3 shows · 6 statements across 6 episodes
Capital Allocators 
All-In 
20VC
6 statements about Venture Portfolio, every show
Arndt: Future Fund co-investment returns match funds without adverse selection
“We've done probably 20 or 30 co-investments in private equity over the years, so it's not an enormous number, but it's enough to have a view. We also co-invest in the venture portfolio, and we've done about 40 there as well, and so I would say that, broadly sp…”
Micro-market private equity returns mirror venture capital distributions
“That's an incomplete metaphor, and that modest waves can also capsize a small ship. So the distribution of returns looked more like a venture portfolio. We had a horrible zero transaction, and we had an eight X.”
Rabois: The optimal venture fund portfolio size is 30 to 50 companies
“I think the guidance I learned, and I don't know this is as rigorous as many things, but is roughly a good portfolio for a fund? Should be about 50, like that. So 50 is the right, 30 to 50.”
Muthiah targets a 20% total portfolio allocation to venture capital
“And we think venture will be about 50% of our private portfolio, which is a target of 40, so probably about 20% in the venture portfolio.”
Friedberg: Public stock portfolios will begin performing like VC portfolios
“I think you're going to see these scenarios where people will build public portfolios, public business public company portfolios that will perform Form a lot like venture portfolios, right? You'll have one or two businesses that'll have a 10 bagger and, you kn…”