Comments on: Ideas on industry specific PE funds http://arunuday.com/2008/06/26/ideas-on-pe-funding/ Perspectives from an Indian VC Fri, 03 Feb 2012 15:15:17 +0000 hourly 1 http://wordpress.com/ By: Theo O'Brien http://arunuday.com/2008/06/26/ideas-on-pe-funding/#comment-2905 Sun, 21 Sep 2008 01:24:08 +0000 http://arunuday.wordpress.com/?p=87#comment-2905 I agree that having relative expertise in the specific investment industry like tech increases your chances of big returns. I’ve had this thought when I see so many funds trying to beat out the vast competition without separating themselves at all, it seems that without some edge on the competing funds, like having a experienced, very successful fund manager, then they don’t get the kind of success that they could by just focusing more specifically.

Great post. I had not seen that study, thanks, it’s nice to get some confirmation of the theory.

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