Running a Family Office Solo: Tools, Data & Contrarian Bets | Joshua Berkowitz

from Mantle Mondays · host Amar Varma and Amit Jethani

Joshua Berkowitz, Managing Principal at Berkocorp, shares how he runs his family's investment office as a one-person investment team—and why that's actually an advantage.In this episode of Mantle Mondays, Josh reveals:- Why most investors are "investing not to lose their job, not to make money"- How family offices win by being contrarian when institutions can't- The data stack and AI tools he uses daily (Mantle, Attio, ChatGPT)- Why top quartile VC returns have never exceeded 3X net—and how to beat that- His approach to "weird" investments that institutions won't touchLearn more about Mantle Portal: withmantle.com/portal

Episode metadata supplied by the publisher feed · Published Feb 9, 2026

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Running a Family Office Solo: Tools, Data & Contrarian Bets | Joshua Berkowitz

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