André Perold – Investing Through Exponential Change (EP.516)

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past guest on the show, starting way back with episode #2 and both conversations are replayed on the feed.    This conversation starts with André's assessment of the most exciting and unusual investment environment he has experienced, alongside his thoughts on how to build capabilities and construct portfolios to navigate exponential change. We then turn to the beautifully inefficient markets where HighVista has built core capabilities across biotech, lower middle-market buyouts, early-stage venture, and specialty private credit.   Take our audience survey. Tell us more about you, how you listen, and what we can do to make the podcast and platform better. Try ALEX by Admired Leadership. Learn More Follow Ted on X at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)