Repetitive meetings expose fund co-founder friction and stress responses
Jenny Heller · Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211) · Aug 30, 2021 · at 44:01
Jenny Heller, CIO of Brandywine Group Advisors, discusses evolving diligence techniques for evaluating fund culture and leadership dynamics with Ted Seides.
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“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 having multiple, somewhat repetitive conversations from time to time with the manager and team and To see how they're behaving towards each other, to see even when they're asked a question under stress, how they're reacting, whether one partner is talking over the others or not.”
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