Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The Myth of Capitalism, a book we discussed alongside his career path on the show five years ago. That conversation is replayed in the feed.
Our conversation this time around bookends our prior discussion, covering Jonathan’s unique upbringing and education on one end and his creation of Prevatt Capital to apply the lessons from The Myth of Capitalism on the other.
As a disclaimer, I so took to Jonathan when we first met that I’ve been an advisor to him and Prevatt Capital since launch and am an investor in the strategy.
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Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
WTT: The Investment Manager Playbook - What Allocators Don't See
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Dan Tennebaum - The Case for India at India Capital (EP.387)
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Cliff Asness - Simple Investing is Hard (EP.385)
Classic Deal - Burger King by 3G Capital (EP.384)
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
David Morehead – Top Down Allocation at Baylor (EP.381)
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Nigel Dawn - Secondaries in Private Markets (EP.378)
WTT: The Investment Office Playbook - What Managers Don’t See
Breeding Grounds – Carnegie Corporation of New York (EP.377)
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
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