A sharp, creatively minded financial markets writer, known for arguing that venture capital performance cannot be judged by headline returns alone. The writing pairs a trader’s sensitivity to market signals with close attention to net asset value, portfolio valuation, and the assumptions shaping fund results. Clear-eyed and persuasive, it traces how valuation choices can widen the gap between reported performance and realized outcomes.
Trading and Results: Diverging Net Asset Value Performance Across Venture Capital Funds