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#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

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Is Direct Investing Better Than a Scout Programme?

We're investing i them because all thoe characteristics i mention. We think they're world class investres, operating no fishing in ponds that we think will produce trophy fish u and we want to scale up their best ideas. Top part of our portfolio is really concentrated and really idiosyncratic. And call it, you know, one to three to four, five % positions at the endowment level. So size them in a way that can really produce a lot tracking errr we want to deviate from our bench mark and our peers.

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