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How I Invest with David Weisburd
E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR
Oct 2, 2023
Jamie Rhode, Principal at Verdis Investment Management, discusses data-driven investing, compounding returns, his investing philosophy, and more. Topics include the advantages of a long-term time horizon, the power law in venture investments, the importance of diversification, and the value of collaboration and diversity in the investment industry.
49:44
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Quick takeaways
- Being data-driven in investment decision-making helps create an edge by leveraging data and duration for long-term investors.
- Capturing power law-driven outliers in venture capital is crucial for achieving extraordinary returns.
Deep dives
Importance of Data-Driven Approach in Investment Decision-Making
The podcast episode emphasizes the significance of a data-driven approach in guiding investment decision-making. Rather than solely using data to predict winners, being data-driven is about using data to create an edge in investment strategies and decision-making processes. It is crucial to leverage data and duration to an advantage, especially for long-term investors. The episode discusses how a family office, Virtus Investment Management, uses a data-driven approach to compound capital over a prolonged period. By focusing on steady-state returns and long-term investment horizons, they aim to capture continuous growth and anticipate future performance.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode