David Layton on Being an Outbound Global Driven Firm
Masters in Business
00:00
It's Never Been More Expensive to Be Naive
The generalist investor model where you look for interesting businesses and invest in them out of a generalist perspective is tough. Our firm is putting a tremendous amount of emphasis on thematic research. We want our people to be deep as we talked about before. Spend a couple of years on a space before ultimately investing into that space.
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