It’s possible. Companies all tend to correlate with each other somewhat so you can’t get zero correlation, but if you can fund non-startup companies that other EAs don’t invest in, then it could make sense to overweight those. One thing that comes to mind is EAs probably overweight certain countries (US, UK, Switzerland) and especially underweight emerging markets.
It’s possible. Companies all tend to correlate with each other somewhat so you can’t get zero correlation, but if you can fund non-startup companies that other EAs don’t invest in, then it could make sense to overweight those. One thing that comes to mind is EAs probably overweight certain countries (US, UK, Switzerland) and especially underweight emerging markets.