Assertion certainty 3/5 debate potential 2/5

Yuppin: Venture capital has arguably the highest return dispersion of any asset class

Eric Yuppin · Jamie Montgomery – March Capital (Manager Meetings, EP.26) · Dec 30, 2021 · at 19:00

Institutional allocator Eric Yuppin discusses the difficulty of picking top-tier venture firms given return variance.

0:00 / 0:12exact quote · 12.5s
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“Venture is such a unique asset class, arguably the highest dispersion of returns, meaning the difference between the average and the very best is about as big a cone or dispersion as there is”

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Assertion Not checkable as stated
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Eric Yuppin Dec 30, 2021 ▶ 8:19 Jamie Montgomery – March Capital (Manager Meetings, EP.26)
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Eric Yuppin Dec 30, 2021 ▶ 10:15 Jamie Montgomery – March Capital (Manager Meetings, EP.26)
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“Today, you're seeing the real great CIOs are looking for first time funds, spin outs, where you've really identified talent and you want to be there early so you can gain greater capacity and you're more actively involved early and you're capturing some of tha…”
Eric Yuppin Dec 30, 2021 ▶ 10:44 Jamie Montgomery – March Capital (Manager Meetings, EP.26)
Insight
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Eric Yuppin Dec 30, 2021 ▶ 18:51 Jamie Montgomery – March Capital (Manager Meetings, EP.26)
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