E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds

2026-08-28 · 69 min · episode 422 · 7 entities

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Episode description as stored

Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO, argues that one of the biggest mistakes GPs make is overemphasizing track record. Great LPs care less about the headline returns than how those returns were generated. They want to understand the investment process, whether it is repeatable, and whether the people and market conditions that produced past performance still exist today.