GP-led thesis work

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 1, 2022 by Alan Jean-Baptiste · across every show →

Everything said about GP-led thesis work, oldest first

Sep 1, 2022 positive
Disclosure
Jean-Baptiste: Ansa uses GP-led thesis work to invest faster with deeper conviction
“And that's why our approach is to do GP-led thesis work in very specific spaces, and to build deep theses. So we're not running around chasing every idea, but we're chasing the theses where we feel like we have deep conviction and knowledge. And that allows us…”
Alan Jean-Baptiste Sep 1, 2022 ▶ 22:58 Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
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