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.
E3: Ramzi Samara of MASIC | The Rise of Saudi Arabia and the MENA Region in Venture Capital
David Weisburd sits down with Ramzi Samara, Co-Head of Private Funds (VC) at MASIC, one of the few family owned investment firms in Saudi Arabia that has a dedicated venture capital program. Ramzi is also an active angel investor in early-stage startups in the US and MENA. In this conversation they discuss the vibrant dynamics of the region, Ramzi’s investing thesis and multi-year power-law driven strategy, and looking at passive vs active early-stage fund managers. If you’re ready to level-up your startup or fund with AngelList, visit www.angellist.com/tlp to get started.
Key Points
- Masic, a family-owned investment firm in Saudi Arabia, has begun diversifying its portfolio by committing to global venture capital, particularly in the US, to achieve exposure to software-driven businesses and outsized returns.
- Emerging managers are a focal point for Masic's investment strategy, as they believe first and second-time fund managers can outperform more established ones, despite the inherent risks, which they mitigate by allocating smaller ticket sizes across a larger number of emerging managers.
- Masic values long-term relationships with fund managers and looks for consistency in strategy, with a preference for generalist firms initially, while remaining open to sector-focused managers as their venture capital portfolio matures.
Chapters
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Transcript
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