@redwood_ryan_a Also more liquidity at a certain deal size both from an equity (increased competition—>exit cap progression) and debt perspective. The breakpoint in pricing for some banks on a 5mm loan vs 25mm is substantial.
Calling my Shot, Newfound Research 2023 Edition
Return Stacking: ™️ —> ®️.
~$80mm —> $500mm+ in model portfolio assets.
3 new ETFs launched.
Flirting with Models to 1 million downloads.