emerging managers

“And we always have a bias towards probably the hardest workers out there. We like people with more of a blue collar mentality. That have had to earn something in life that have dealt with difficulty.”

“In our opinion, it's less about how many funds you've had, but we think it takes about, you know, eight to 10 years for your portfolio strategy to sort of settle into one that really designed to take advantage of whatever your strengths are as a manager. And t…”

“I think everyone should kind of think about what is the investment strategy and then what is the minimal viable fund to prove out that investment strategy.”

“History has shown fund one and twos of lots of emerging managers have done exceptionally well and kind of created some of the best returns.”

“Especially emerging managers sometimes are not as disciplined around portfolio construction. They suddenly end up with tons of really small investments where they put in a small check. But even if that company does super well, it doesn't really drive any fund …”