Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
The Importance of Getting the Right Deal
In an individual position, it could be five to 10 million up to 30 to 50 million. The sauce is really the freedom of mandate because you can't scale this activity unless you can bring in as many variations of that disproportionate return for you in a risk situation as possible. We want folks who have extreme domain capability and are willing to really bet their personal circumstances on their ability and domain capability. And then the last piece is that servicing function. That could mean structuring things the right way to put you in a position to be able to recover your investment or deal with it if it's not the right thing.
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