Rob describes how he became a fund manager and some lessons picked up on the way.
2016 Hedge Fund Letters
RV Capital Emerging Manager Day 2017 – Part 1
RV Capital Emerging Manager Day 2017 – Part 2
Rob moderates Q&A with a panel of investors drawn from family offices and endowments.
RV Capital Investor Day 2017 – Question on RV’s competitive advantage
RV ID 2017 – Question on when to sell
RV ID 2017 – Question on innovation
Question on innovation and the opportunity set in large vs. small companies
RV ID 2017 – Question on Baidu, Google and Tencent
Question on Baidu which led to a discussion of Google and Tencent
RV ID 2017 – Question on Trupanion
RV ID 2017 – Question on paying a high multiple for Facebook
RV ID 2017 – Questions on Novo, and India and China
A two part question on Novo and the risk of commoditisation in the insulin space, and one on investment opportunities in India and China
RV ID 2017 – Questions on identifying innovation and Grenke
A two part question on innovation and how to identify it ahead of time, and on Grenke
