Lavongo: I've always been drawn to complexity and how technology can help, you know, transform really, really large markets. At DFJ, we had kind of seen an experience that where we were focused on our little niches, but the firm was investing in China. We felt diffused not only didn't lead to great performance, but it diffused our ability to be really successful. He says Lavongo is structured around optimizing for being a best-in-class portfolio manager.

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