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.
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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