Conwell: RareBreed Ventures reserves 10% of fund for off-thesis investments
Mac Conwell · $4M at Stake! Will This Franchise Business Opportunity Transform Alternative Asset Investing? · Apr 24, 2024 · at 23:00
Mac Conwell of RareBreed Ventures discusses portfolio construction and valuation exceptions during an investor debrief on The Pitch.
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“Well, 10% of the fund is for off-thesis investment, so if it's too high, I'll put it in the off-thesis bucket.”
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