How I Invest with David Weisburd
E96: “100% Alpha Portfolio” - Levy Family Partners
Sep 19, 2024
Michael Wallach, Vice President of Investment at Levy Family Partners, is joined by investment strategist David Weisburd. They tackle the unique challenges of family offices and share insights on achieving alpha returns through meticulous diligence. The duo discusses the critical importance of managing liquidity and portfolio drawdowns while emphasizing the value of reputation in investment decisions. Listeners gain valuable tips on asset allocation and learn what limited partners should avoid to ensure success.
17:44
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Quick takeaways
- The podcast emphasizes the importance of a relationship-driven investment approach, fostering open communication and transparency with entrepreneurs.
- A comprehensive diligence process is crucial for minimizing risks, highlighting the necessity of verifying claims while maintaining trust and collaboration.
Deep dives
Investment Philosophy and Alignment
The investment strategy emphasizes finding alignment with entrepreneurs who share a vision for their business's trajectory. This involves assessing whether the entrepreneur's core thesis resonates with the investment team's beliefs and if they possess the capability to execute their plan effectively. A critical factor is the relationship-driven approach, highlighting the importance of open communication and transparency regarding challenges and expectations. The team values humility and encourages emerging managers to share concerns and opportunities candidly, fostering a collaborative environment for growth.
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