Evidence receipt / belief
Published · transcript-backedPatrick O'Shaughnessy: belief
7 Oct 2020 Acquired Special: Invest Like the Best on Acquired
“I think the public market mindset applied to private markets as a powerful concept, but in the context of some of the biggest venture investors—I wasn't there so I can't say for sure.”
Source trail
Everything needed to verify it.
- Speaker
- Patrick O'Shaughnessy
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 7 Oct 2020
- Publisher
- Acquired
Transcript context
…It was such a good episode you did. He's one of the best. I think that the right answer is somewhere in between those two mentalities, but I think there's a lot to be learned from each for the other. The West Coast has had a nice run here. It's hard to argue with the way they've been doing things given the results. I think the public market mindset applied to private markets as a powerful concept, but in the context of some of the biggest venture investors—I wasn't there so I can't say for sure. But I don't think the same degree of rigor was applied to the work being done. Thank you for illustrating the vanilla asset management model, particularly for long-only public funds or long-only public managers. How does OSAM deviate from that, and how has it deviated over the years?…
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