#2 The Risk Taker
Behind the Balance Sheet
00:00
The Four Keys to a Successful Fund
Having a curiosity of mind is key to running a successful fund. Then you have to do very good analysis on those companies. And then the third part is how you put those positions into a portfolio that makes sense. We were early on to the negative impacts of am commerceway before it was recognized by the marketsoth, they're the first two things i think you've gol t. Have really interesting ideas, lots of joining dots, thinking about capital cycles, and then doing some extremely strong anletical work on the company.
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