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E39: Guy Perelmuter on Generating Alpha in Deeptech
How I Invest with David Weisburd
Diversification, Selectivity, and Due Diligence in Long-term Fund Investment
Investing in a long-term fund involves several key strategies. Firstly, the fund aims to cover profitable sectors for the next decade while avoiding over-concentration in any specific sector. Secondly, the fund seeks to mitigate adverse selection by investing with top GPs who attract the best entrepreneurs, leveraging their filtering effect. Thirdly, the fund focuses on early-stage GPs to capture substantial upside potential. Lastly, the fund emphasizes rigorous due diligence in selecting managers and entrepreneurs. The typical fund invests in around 11 to 12 GPs, each of which is expected to invest in approximately 20 companies, resulting in exposure to around 200 to 250 companies in the portfolio.
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