Emerging Managers | Firm and Fund Structure

"A lot of traditional Series A fund names not even in the top 20."

😮

The Weekend Read:

"Index funds have come to dominate public markets. But the shift towards indexing is spreading ... across tech, careers, and culture too – in what I call the index mindset."

@absoluttig of @foundersfund

https://luttig.substack.com/p/indexmindset

John-Austin Saviano, former CIO of the Berkeley endowment also chimes in on the track record question:

"If it were as ... simple finding firms with 'great' track records, we’d all just pay for a good database and allocate accordingly."

https://cyancapitalpartners.medium.com/what-about-track-records-aa677fa1a4d2

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