IMO these are areas where almost all firms claim to have a special sauce and almost nobody is well equipped to properly differentiate between them. I’d take the opposite of whatever the average investor/LP decided based on those factors
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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I think niche is important (focus on less liquid / random markets, customs data, ability to time arbitrage, ability to raise money without giving away trade secrets, etc...)
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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maybe performance, adjusted for factor exposure? idk
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In an ideal world, this is unimpeachable advice, but I’m curious how you believe a typical investor can due diligence these
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That sounds equally if not harder to assess?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Nope just ask how much of their grandma’s money is in it. And their own.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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This is the same style I follow.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Things like culture, capital allocation (ppl & systems),... are super important - and I would guess most ppl realize that. The big question is the next step: how to find out (and monitor) about it and compare amongst firms?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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What would be your for measuring each factor?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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