Hi @Occam Logic, I’m super interested in your last few posts in this thread. I don’t suppose you could disclose who you work for? Happy to take the chat offline if that’s better.
I’m curious as to the size/reach of your firm. It’s a big call to write off all funds (listed or unlisted) with a smaller AUM. A lot of industry players will often say the smaller plays are where you find higher yield (granted with higher risk). Particularly in the age of information where you can run <$100m with much smaller teams and less fixed costs than say 10-20 years ago.
Would I be correct in assuming if a fund had say sub $50m, you’d prefer an unlisted manager that provided more frequent redemption opportunities?
