January 17, 2024
The Big Debates
These are a few of the questions in markets that will drive our Investment Team and allocation activity next year:
Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.
In our 2026 Outlook, the GEM team explores the key forces driving today’s evolving market cycle, from AI-led capital spending to shifting dynamics in private markets, biotech, and real estate, and what they mean for positioning in the year ahead.
In this edition of The Long View, Co-CIO Matt Bank explains why managing risk with structure, discipline, and flexibility is essential for long-term investors, and how GEM’s approach helps portfolios endure uncertainty.
Let’s start a conversation about how we can help.
