A Year Of Misplaced Fear (And Why It’s Time For Investors To Leave The Crowd)
THE SO WHAT
LPs crowding into megafunds for perceived safety are effectively trading away the upside profile venture is supposed to deliver—emerging managers are where differentiated theses increasingly live. If you’re raising or allocating, assume capital will remain skewed to scale, and design your story either to ride that bias or explicitly arbitrate against it.
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