Comments on: Mello Virtual: Welcome To The New Age

By: ITinvestor

ITinvestor — Sun, 19 Jul 2020 15:36:54 +0000

In reply to The Fire Shrink. Thanks, Fire Shrink. I suspect that's the case for most of their private equity and hedge fund investments, although I don't think they mentioned how much this has juiced their returns over the years. The quoted portfolio is fairly mainstream stuff, though, I'd say.

By: The Fire Shrink

The Fire Shrink — Sun, 19 Jul 2020 14:04:49 +0000

Hey IT Investor,
Interesting stuff here. I have dealings with The Wellcome through their charitable arm funding research. I’ve met some of their directors via this, who informed me of their excellent long-run (though I’ve not met anyone from their investment side). I suspect they, and other institutions, Scottish Mortgage, etc, get access to things we lowly investors just can’t.
Plenty of stuff I’m going to read further on thanks to this post.
The Shrink.

By: ITinvestor

ITinvestor — Thu, 16 Jul 2020 10:53:15 +0000

In reply to Graham John Thorpe. I don't think so, Graham. More useful for its general philosophy I'd say.

By: Graham John Thorpe

Graham John Thorpe — Thu, 16 Jul 2020 08:57:03 +0000

Presumably, IT Investor, there is no way to access Wellcome Trust investment expertise in the way that , for instance, the wealthy families behind the Troy funds and the RIT trust sell their expertise to the private investor?
Thanks in advance.
Graham