Where should LPs be looking for new opportunities in VC? Are there geographical regions or specific verticals that stand out as primed for investment?
Our investment themes are innovation and inefficiency. We have very flexible wheels to implement our top-down themes. For example, those two things led us to China, India, and the U.S., region-wise. … Show more
How is your team accounting for trends that show venture-backed companies staying private for longer?
As companies stay private for longer, a healthy portion of the value creation is now occurring when companies are private. As a team, we spend significant time evaluating private investment strategie… Show more
Replied Oct 05
There is typically a lot of emphasis on fund managers' access, value add, and portfolio construction. LPs should be asking fund managers more about picking and decision making. LPs should probably al… Show more
Replied May 20
That's a good question, and slightly hard to answer. BP recently announced its ambition to get to net-zero by 2050 or sooner. We will be coming back to the market in September with a firmer plan of h… Show more