“We do a lot of narrow specialization in everything we do.…” — Capital Allocators – Inside the Institutional Investment Industry at 11:56
“We do a lot of narrow specialization in everything we do. It's a hallmark of high vista. We do a lot in biotech. Some things in biotech might be exponential in change. GLP-1 drugs is a systemic thing. In healthcare, in PE, we try to invest in a roofing company. Small buyer. How do you figure out that”
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