Yes this is something worth considering. I did look at how much alpha the Cambridge Associates startup data had on top of US publicly-traded tech stocks vs. the US total market, and there wasn’t much difference. EA money is in much more specific investments than just the tech sector, but that makes it harder to test the correlation.
Yes this is something worth considering. I did look at how much alpha the Cambridge Associates startup data had on top of US publicly-traded tech stocks vs. the US total market, and there wasn’t much difference. EA money is in much more specific investments than just the tech sector, but that makes it harder to test the correlation.