Our Investment Strategy

My partner Brad was inspired by a visit from David Swensen to the Charlie Rose show to lay out what we invest in and why. It's a great post. Here's my favorite line:

Our investment strategy is to arbitrage the difference between the
capabilities of the new medium and readiness of the existing economic
and social structures to exploit those capabilities.

Click on that link and go read the rest. And let us know what you think in the comments (here or there).