Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu
Update: 2023-01-26
Description
Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:
- Why Recharge structures its investing thematically, rather than by asset class.
- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.
- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.
- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.
- The current wave of technonationalism around the globe.
- Lorin's media diet and his interest in art.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
- Why Recharge structures its investing thematically, rather than by asset class.
- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.
- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.
- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.
- The current wave of technonationalism around the globe.
- Lorin's media diet and his interest in art.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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