Insight certainty 4/5 debate potential 3/5

Hamed: Venture returns from unexpected pivots or unpredicted reasons are low quality

Ali Hamed · Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) · Jan 31, 2022 · at 52:26

Ali Hamed, founder of CoVenture and Crossbeam Venture Partners, explains how his firm evaluates return quality and investment discipline for institutional investors.

0:00 / 0:06exact quote · 6.5s
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“We have certain companies in our portfolio that have done tremendously well for reasons that we didn't predict. Those are not high quality returns.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Insight
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Disclosure
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