How I Invest with David Weisburd
E47: Sean Warrington of Gresham Partners on Avoiding False Signals in Investing
Mar 5, 2024
Sean Warrington of Gresham Partners delves into his investment process, addressing extreme risk factors and investing in emerging managers. The episode covers reference processes, social proof, and cutting-edge family office practices. Explore the nuances of fund investing, the value of large funds in startup success, and evaluating emerging managers for investment. Learn about quirky fund managers, navigating investment signals, and the importance of quality over quantity.
19:55
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Quick takeaways
- Importance of transparent communication and clear timelines in investment models.
- Significance of evaluating emerging managers based on deal identification, winner selection, and investment security criteria.
Deep dives
Foundation Investment Strategy and Transparency
The speaker discusses the transition from working at the Deep Hunt Trust as a foundation with an eight to $10 billion portfolio to Gresham Partners, a multi-family office. At Gresham, the focus was on making the investment model more attractive and transparent for potential partners. This included providing timelines, having a three-person IC for decision-making, and emphasizing clear communication to instill confidence in potential investors.
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