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.
E22: Alex Edelson of Slipstream on The 4 Sources of Alpha for Emerging Managers
Alex Edelson of Slipstream Investors, sits down with David Weisburd and Erik Torenberg to discuss the four sources of alpha for emerging managers (Sourcing, Picking, Winning, and Value-Add). We’re proudly sponsored by Bidav Insurance Group, visit lux-str.com if you’re ready to level up your insurance plans.
Key Points
- A good LP is someone who moves quickly, is transparent, wires capital promptly without needing reminders, reads updates, sends thoughts, and is open about their investment decisions and performance.
- Grade LPs can constructively challenge GPs, assisting with strategy, portfolio construction, follow-on decisions, and more, all while maintaining a supportive, deferential, and trusting relationship.
- Emerging managers don't necessarily need to be great fundraisers to be successful; they can be excellent investors even if fundraising isn't their strong suit, and this can be a source of alpha for LPs who can identify their potential early on.
Chapters
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| 1:46 | |
| 2:57 | |
| 6:32 | |
| 7:34 | |
| 10:05 | |
| 12:31 | |
| 16:00 | |
| 18:15 | |
| 19:23 | |
| 21:47 | |
| 23:30 | |
| 26:32 | |
| 28:07 | |
| 30:59 | |
| 32:25 | |
| 33:32 | |
| 39:51 | |
| 47:51 | |
| 49:40 | |
| 57:00 | |
| 58:04 |
Transcript
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