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19min chapter
E11: Neil Datta, The Forbes Family Trust's Approach to VC | Is there Alpha in Due Diligence?
How I Invest with David Weisburd
Diversification and Portfolio Management
The chapter discusses the importance of diversification in portfolio construction and the challenges of correlation and diversification in previous market cycles. It emphasizes the need for thoughtful portfolio management and building a roster of managers for potential future opportunities.
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