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Strategic Shift to Seed Investments and Portfolio Management Strategy
The chapter explores the decision to include seed investments in the portfolio during the 0.809 period, highlighting the appeal of high ownership and risks associated with seed funds. It delves into Accolade's fund of funds approach across private equity, emphasizing small fund high ownership strategies in venture capital. The discussion encompasses successful investment criteria, key attributes of top-performing managers, mistakes made by GPs, and portfolio management strategies during economic uncertainties.