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How I Invest with David Weisburd
E39: Guy Perelmuter on Generating Alpha in Deeptech
Feb 6, 2024
Investment strategist Guy Perelmuter discusses his investment strategy, the paradox of AI, the potential of DeepTech, and the impact of AI on the labor force. They also touch on LP value-add, the importance of overcommunication, and the ideal GP relationship. They explore the convergence of technology and biology in biotech, OpenAI's plans for an AI app store, and the debate on effective altruism and responsible development of AI. Perelmuter emphasizes the importance of diversification, consistent returns, and leveraging network and partnerships in venture capital.
41:16
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Quick takeaways
- Grids Capital employs a blended investment strategy, focusing on deep tech investments and building relationships with early-stage GPs to achieve consistent returns.
- Grids Capital believes deep tech companies, particularly in biotech, offer significant potential for progress and long-term impact on health and wellbeing.
Deep dives
Grids: A Blended Investment Strategy
Grids employs a blended investment strategy, with approximately two-thirds of their portfolio allocated to funds and one-third allocated to direct investments. They focus exclusively on deep tech investments, seeking out early-stage GPs that attract the best entrepreneurs. By investing in a diverse range of sectors and concentrating on early-stage GPs, Grids aims to achieve consistent returns and downside protection. They also prioritize strong relationships with GPs, emphasizing transparency and open communication. Grids aims to be a supportive and reliable partner, both in good times and challenging situations.
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