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.
E47: Sean Warrington of Gresham Partners on Avoiding False Signals in Investing
Sean Warrington of Gresham Partners sits down with David Weisburd and Erik Torenberg to discuss his investment decision-making process, extreme risk factors in diligence, and his approach to investing in emerging managers. The episode also covers reference processes in fund management, the impact of social proof and momentum in investing, and best practices of cutting-edge family offices.
Key Points
- Creating a model that is more attractive and easier for General Partners (GPs) to invest in can significantly enhance relationships and investment opportunities.
- Critical evaluation of fund size and follow-on strategies is essential to ensure that funds remain within their sweet spots and avoid the pitfalls of overextension.
- Understanding the unique qualities of emerging managers, including their ability to see, pick, and win great deals, is crucial for making informed investment decisions.
Chapters
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Transcript
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