André Perold – Investing Through Exponential Change (EP.516)
Capital Allocators – Inside the Institutional Investment IndustryShow Notes
André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past guest on the show, starting way back with episode #2 and both conversations are replayed on the feed.
This conversation starts with André's assessment of the most exciting and unusual investment environment he has experienced, alongside his thoughts on how to build capabilities and construct portfolios to navigate exponential change. We then turn to the beautifully inefficient markets where HighVista has built core capabilities across biotech, lower middle-market buyouts, early-stage venture, and specialty private credit.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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