The Specialist vs. Generalist Investor- Who Outperforms?
davidpaul.substack.com
Last week when I was in Miami, I had drinks with two of my favorite investors, Mark Groner and Jason Smith of Sopris Capital. Jason asked me off the cuff if I would ever consider specializing in investing in specific industries or verticals. The genesis of this question makes sense as Sopris Capital is highly specialized in healthcare investing both on the software and services side. In addition, their deep network and knowledge within healthcare have allowed them to become top decile venture performers.
The Specialist vs. Generalist Investor- Who Outperforms?
The Specialist vs. Generalist Investor- Who…
The Specialist vs. Generalist Investor- Who Outperforms?
Last week when I was in Miami, I had drinks with two of my favorite investors, Mark Groner and Jason Smith of Sopris Capital. Jason asked me off the cuff if I would ever consider specializing in investing in specific industries or verticals. The genesis of this question makes sense as Sopris Capital is highly specialized in healthcare investing both on the software and services side. In addition, their deep network and knowledge within healthcare have allowed them to become top decile venture performers.