crossover investors

also referred to as: crossover investor

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 17, 2023 by John Toomey · across every show →

Everything said about crossover investors, oldest first

Apr 17, 2023 bearish
Assertion Supported
Toomey: Crossover and Mutual Fund Tech Managers Saw 25% Valuation Drops
“And I think certain managers, particularly the crossover investors, the mutual fund investors that publish their company valuations every quarter now, they really invested into that and took those valuations up to full value. That's where we saw the greatest d…”
John Toomey Apr 17, 2023 ▶ 9:49 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
Mar 2, 2026 neutral
Insight
Baker: Effective crossover investors should never encounter genuinely new ideas
“Because, particularly as a crossover investor, there should be no new ideas if I'm doing my job well. You should have a defined universe where we have a very high knowledge level.”
Gavin Baker Mar 2, 2026 ▶ 41:53 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
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