E39: Guy Perelmuter on Generating Alpha in Deeptech

Guy Perelmuter of GRIDS Capital sits down with David Weisburd to discuss his investment strategy, the unique portfolio construction of deep tech companies, and the potential of DeepTech. They delve into the paradox of AI, its impacts on the labor force, and discuss the ideal GP relationship and transparency. They also touch on LP value-add and the importance of overcommunication. (0:00) Portfolio exposure and GP styles (1:30) Introduction and Guy Perelmuter's background (4:30) Overview of GRITS and investment strategy (8:41) Excitement about biotechnology and deep tech focus (11:02) Future of AI, AI risks, and effective altruism (23:13) Investment models, risk and return simulations (24:47) GP/LP relationships, transparency, and co-investment strategies (29:23) Building trust and communication with GPs (33:49) LP value add and crisis management (36:20) Identifying top GPs and attracting entrepreneurs (39:12) Final thoughts and book recommendation (40:43) Newsletter announcement and sponsor mention