Monetary Matters with Jack Farley How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
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Nov 19, 2024 
Dan Rasmussen, founder of Verdad Capital and a pioneer in quantitative investing, discusses how his firm thrives on high-quality research, having published nearly 500 pieces since 2014. He highlights the essence of authenticity in building investor relationships and the compliance nuances in research publishing. The conversation also touches on fostering human capital, learning from entrepreneurial mistakes, and employing a SaaS approach to achieving product-market fit, all while adapting to diverse investor profiles in the hedge fund landscape.
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Contrarian Investing
- Dan Rasmussen founded Verdad Capital despite the hype around venture capital at the time.
- He pursued small-cap value investing, a contrarian approach compared to popular SaaS software or Bitcoin investments.
Private Equity Success Factors
- Dan Rasmussen's research revealed that private equity's success stemmed from investing in small, leveraged companies at a discount.
- He applied this insight to public markets by creating portfolios of small, cheap, and leveraged public companies.
Broaden Your Reach
- Instead of targeting specific investors, broaden your reach and experiment to find product-market fit.
- Focus on reaching many people to increase your chances of finding investors who align with your strategy.