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venture portfolio

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 18, 2023 by Muthu Muthiah · across every show →

Everything said about venture portfolio, oldest first

Sep 18, 2023 neutral
Disclosure
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.”
Muthu Muthiah Sep 18, 2023 ▶ 38:11 Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
Mar 24, 2025 neutral
Insight
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.”
Ed Grefenstette Mar 24, 2025 ▶ 13:17 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Sep 1, 2025 positive
Disclosure
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…”
Raphael Arndt Sep 1, 2025 ▶ 47:36 CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
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