Latest Interviews
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Clear all filtersJeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212
Jeff Wang, Harry Stebbings, Doug Leone, Mike Moritz, Roelof Botha
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David Clark: Lessons from 32 Years of Fund Investing - Why Exits Will Be Larger | E1131
David Clark, Harry Stebbings, Doug Leone, Ryan Akinna
A longitudinal analysis of 1,200 funds reveals that while only 2.6% achieve 5x net DPI, a specific investment firm has maintained a loss rate under 3% by rigorously selecting a core group of top-tier managers during low-noise cycles. This strategy prioritizes identifying the 1% of managers capable of accessing power-law outcomes, utilizing a 100% outbound sourcing model that focuses on Fund 3 launches and enforces three-year deployment periods to mitigate timing risks. Operating with a blended return of 3x to 3.5x across mature funds, the firm continues to navigate market volatility by avoiding overpaying in inflated cycles and adapting to a shifting landscape where late-stage investing faces commoditization while early-stage craft remains essential.