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RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro
We Study Billionaires - The Investor’s Podcast Network
Quality Over Quantity: Strive for Focused Portfolios
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Large private equity managers tend to undertake too many deals per fund, leading to a dilution of quality with potential filler investments. In contrast, smaller managers emphasize a more selective approach with fewer deals. The focus should be on maintaining a portfolio free from underperforming assets and avoiding investments for the wrong reasons. Additionally, while a long-term investment horizon is crucial, it can foster complacency and a lack of discipline, resulting in poor portfolio management if assets linger for too long without adequate evaluation.
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