“to be a disrupter or balance portfolio. You want both.…” — Capital Allocators – Inside the Institutional Investment Industry at 27:27
“to be a disrupter or balance portfolio. You want both. Venture is a way of doing it. It's hard to time venture. The venture investments made in the 2010-2012, when mobile applications were beginning, the few years after the iPhone came out, incredible returns from that period. But would you have known”
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