Superclusters - The Emerging LP Podcast
How to Get Six Top Quartile Fund of Funds in a Row | Aram Verdiyan | Superclusters | S2E7
Apr 22, 2024
Aram Verdiyan, Partner at Accolade, shares insights on fund of funds, concentrated portfolio construction, and evaluating fund managers. He discusses the importance of track records beyond just numerical data, consistent check sizes, and the strategy for maximizing returns in venture capital. The podcast also explores overcoming imposter syndrome, seizing opportunities, and the relationship between Superclusters and Alchemist Accelerator.
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Quick takeaways
- Investing in venture capital funds with a concentrated portfolio strategy can lead to exceptional returns by focusing on high-impact investments.
- Consistent diligence on portfolio managers is crucial for making informed investment decisions based on track record, operational success, and alignment with stated strategies.
Deep dives
The Importance of Concentrated Portfolio Strategies
Investing in venture capital funds with a concentrated portfolio strategy, where a single fund's performance significantly impacts the overall portfolio, is emphasized. By focusing on high-impact investments, such as aiming for 5 to 10 unicorns per fund cycle, the potential for exceptional returns is highlighted. This strategy aims for high-value outcomes that can substantially elevate the net fund returns, even with a sub-billion-dollar fund size, showcasing the significance of strategic investment concentration.
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