6 Comments
 

Heard performance is lower quartile and will have another consecutive down raise. Had some good exits recently but easier to do when (1) investments are older vintages to begin with and (2) letting go of the winners while holding on to the losers. Fund isn’t going anywhere but trajectory isn’t great

 

Shoving things up private orifices. 

"If you don't have any enemies in life you have never stood up for anything" - Winston Churchill | "It's a testament to the sheer belligerence of the profession that people would rather argue about the 'risk-adjusted returns' of using inferior tooth cleaning methods." - kellycriterion
 

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