The 10X Capital Podcast
The 10X Capital Podcast is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR
Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.
Key Points
- Jamie Rhodes emphasizes the importance of using data to guide investment strategies, rather than solely relying on it to predict winners in venture capital.
- Long-term investment strategies at Veritas Investment Management are structured to capitalize on duration, focusing on compounding capital over a 15 to 50 year horizon, rather than short-term market movements.
- Veritas approaches venture capital with a diversified portfolio strategy, aiming to capture the mean return which is significantly higher than the median, by sampling a broad range of startups across various networks and geographies.
Chapters
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Transcript
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