David Yeh compares the contrasting return profiles, time horizons, and risk models of top-tier venture capital versus infrastructure funds.
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“I thought one of the smartest things I've heard about the difference between venture capital and private equity and infrastructure is that I think if you're a great venture capital firm,
You know, you're providing 20 plus percent returns for 10 years.
If you're a great infrastructure firm, you're providing 15% or mid-teens returns for 20 years.
Both pretty compelling, but how they make their money is different.”
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