As I’ve settled into my role at Haystack, I’ve thought about shedding light on what I’m seeing around me and to poke at strategy, tactics, and a little bit of inside baseball. On Twitter and in offline conversation, people discuss portfolio construction and the merits of heavy diversification or concentration, along with investment models throughout that spectrum. On a more personal level, I see how hard a concentrated strategy can be, so I’ve gained an increasing appreciation for the work.
Seed Funds and the Concentration Question
Seed Funds and the Concentration Question
Seed Funds and the Concentration Question
As I’ve settled into my role at Haystack, I’ve thought about shedding light on what I’m seeing around me and to poke at strategy, tactics, and a little bit of inside baseball. On Twitter and in offline conversation, people discuss portfolio construction and the merits of heavy diversification or concentration, along with investment models throughout that spectrum. On a more personal level, I see how hard a concentrated strategy can be, so I’ve gained an increasing appreciation for the work.