10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E46: Atul Rustgi of Accolade on What is LP Value-Add and Can it Lead to Alpha?
Atul Rustgi sits down with David Weisburd to discuss his role as a GP & LP, the paradoxes of selling and building relationships in VC, and the strategy of focusing on funds under $100 million. They also delve into including biotech as a diversification strategy, the importance of blockchain and crypto exposure, family office investments, and the challenges and rewards of raising a fund during a market downturn.
Key Points
- Being a thought partner and sounding board for GPs on various issues, from portfolio to partnership dynamics, is crucial in building strong relationships.
- Maintaining a disciplined approach to fund size and portfolio construction allows for significant individual fund and company impact within a concentrated strategy.
- Investing in emerging managers provides access to high-potential funds, but balancing this with established funds ensures a more consistent and reliable return over time.
Chapters
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| 28:22 |
Transcript
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