A new study by CAIA Association has me shook

What would happen if you stopped "being polite" and started being real... (All roads lead back to the 90's, Friends, all roads)

Let's imagine a different type of meeting. Dare I say better? What if you:

  1. Shitcanned your pitchbook

  2. Traded the 'dog and pony show' for the 'people invest with people' show

  3. Realized culture eats Sharpe Ratio for breakfast (thank you John L Bowman, CFA)

  4. Asked real questions and gave real answers

  5. Let down your guard

I'm not saying numbers aren't important. They are. I'm saying they aren't the only important thing.

You know who else is saying that? My friends at CAIA Association. They did a study about due diligence including:

  • The power of qualitative due diligence versus quantitative

  • The disconnect between what managers think is important in due diligence and what is actually important to investors

If you want real talk, go read it.

Or listen to my friend, Aaron Filbeck, CFA, CAIA, CIPM, FDP and I rap about it in our recent video interview.

Stacy Havener

Blue-collar girl from the Berkshires who combined a lot of grit with a little glitter to become a successful female entrepreneur in the investment world. Founder of Havener Capital, raising capital ($8B and counting), stomping glass ceilings, and shaking things up. 

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