Great post on investing. Asymmetric insight rides on identifying customer problems or wider context change and asymmetric value-add protects against down cycles to drive returns. #investments #alpha
Founder and Managing Partner at Equal Ventures Climate l Insurance l Retail l Supply Chain
There are precisely 4 ways to deliver alpha in investing 1) asymmetric information 2) asymmetric insight 3) asymmetric value add 4) asymmetric access The best investors bring multiple asymmetric capabilities to the table, but the best way you earn #4 is by crushing #2-3