Interview: Dan Rasmussen
Identifying, Structuring, and Sizing a Value Trade
cluseau.com
The central point of the post below is that risk is the product of venture capital, and some managers understand that better than others.
Many of the replies talk about the futility of 'financial engineering', and how concepts like portfolio construction are less relevant to early stage VC due to the greater uncertaint... See more
There's a gentleman who manages a $115 million aum fund with annualized returns of 35% (before fees) since inception.
And he wrote a 3,150-word letter for those who dream of compounding their money at 20-25% per year over the course of their careers.
1. Your chance of becoming a great invest... See more
PrivateEquityGuy (Mikk Markus)x.com