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Q2_2024_PitchBook_Analyst_Note_Establishing_a_Case_for_Emerging_Managers
This document explores the performance of emerging versus established managers in the private fund industry, focusing on buyout, venture capital, real estate, and private debt strategies.
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The WSJ called him the "Hedge-Fund World's One-Man Wealth Machine" and Seth Klarman called him "smart as a whip."
David Abrams is the Founder and Managing Partner of Abrams Capital. Prior to founding Abrams Capital, David spent a decade at Seth Klarman’s Baupost Group, where he was the third investment professional.... See more
Yale has a 16 percent allocation to our good old venture capital category, again way in excess of the 5 percent average among other university endowments.
Scott Kupor • Secrets of Sand Hill Road
Who do "people-who-study-people" think is the best role model?
I know @WilliamGreen72 has talked about Arnold Van Den Berg. @FoundersPodcast has called Ed Thorp his "personal blueprint."
Who else?
Tom Morganx.comIn my study, I found Elad Gil to be one of the most successful angel investors. He has made investments in twenty-four billion-dollar companies—including Airbnb, Airtable, Brex, Coinbase, Gusto, Instacart, Opendoor, Pinterest, Stripe, Square, and Wish—most in the seed or series A stage. Before
Ali Tamaseb • Super Founders: What Data Reveals About Billion-Dollar Startups
Apple’s functional organization is rare, if not unique, among very large companies. It flies in the face of prevailing management theory that companies should be reorganized into divisions and business units as they become large.
Morten T. Hansen, Joel M. Podolny • How Apple Is Organized for Innovation
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
Chris Snijders, a professor at Eindhoven University of Technology, in the Netherlands, decided to see whether he could out-purchase professional corporate buyers.