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E22: Alex Edelson of Slipstream on The 4 Sources of Alpha for Emerging Managers
How I Invest with David Weisburd
Strategies of Slipstream and qualities of managers
The guest discusses the three main strategies of Slipstream and the qualities they look for in managers, including portfolio construction, competitive advantage, value add to founders, recognition by later stage investors, and a scrappy and driven mindset. They also delve into the diligence process for evaluating emerging managers and the factors that impact their performance over time.
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