Jenny Heller
14 statements across 2 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Mar 25, 2021 by Jenny Heller · said 6 times in 6 episodes since 2023 · across every show →
On the record as a speaker too: Jenny Heller's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (6)
tap a year for its mentions
2023 6 mentions in 6 episodes 1 per episode
- Seth Klarman – Timeless Value Investing (EP.328)
- Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
- Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
- Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- every mention in 2023, scene by scene →
Everything said about Jenny Heller, oldest first
Mar 25, 2021
Mar 25, 2021 neutral
Aug 30, 2021 negative
Misalignment is unavoidable and managers frequently break multi-year promises
“One would be misalignment, which is unavoidable, but something that drives me crazy every time I see it. And two would be when managers promise something and then five years later forget that they made those promises and do something else.”
Aug 30, 2021
Brandywine assigns a second senior diligence lead to check the CIO
“One of the things that a newer colleague recommended in the past couple years was to bring on a second after what we call the early to midpoint, you know, in our diligence process, which is our issue memo stage. After the issue memo is discussed as a team, som…”
Aug 30, 2021
Heller speaks last and changes scores most during investment evaluations
“We go through this process, a pretty formal process of assessing investments before we put them in the portfolio. And I listen to all of the team's views because I'm always the last person to speak. And I am always the person that changes my scores the most by…”
Aug 30, 2021 positive
Aug 30, 2021 neutral
Aug 30, 2021 neutral
Aug 30, 2021 negative
Aug 30, 2021 neutral
Manager advantages vary significantly across venture, buyout, and hedge funds
“So in venture, the advantages might be around personal brand, firm brand. On the buyout side, it might be really around their ability to add value post-close. And on the long only or hedge fund side, it might look, it might be much more around their approach t…”
Aug 30, 2021
Repetitive meetings expose fund co-founder friction and stress responses
“It's an intensely human business investing. And the pattern recognition that comes from doing it for a long time is to be able to sort of dive underneath what you see initially. And you can learn this through references, but you can also learn it just through …”
Aug 30, 2021
Brandywine avoids high-fee, high-turnover, cash-heavy equity managers
“So for our long only portfolio, for example, we have a break-even analysis that we run to look at the returns of a manager, and it's something we do right up front of every process to say, what does a manager need to earn after fees and taxes to beat a benchma…”
Aug 30, 2021
Aug 30, 2021 negative
Sizing new fund positions at full capacity backfires during early drawdowns
“And the problem with that is when that position does something you don't expect, let's say the returns are horrific for the first couple of quarters, it puts huge pressure on the internal process. And I also think it puts a lot of pressure on your relationship…”