The creator discusses a challenging period for a manager in 2020, where the fund experienced significant drawdowns and lost half its investors. Despite the difficulties, the creator's repeated meetings with the manager and belief in the underlying holdings gave them the confidence to stay invested. This decision proved fruitful as the fund saw a 5x return from 2021 to 2026.
Source Post
Down 50%. Half the LPs Left. He Stayed. | Nicholas Csicsko
Jul 1, 2026
The creator discusses a challenging period for a manager in 2020, where the fund experienced significant drawdowns and lost half its investors. Despite the difficulties, the creator's repeated meetings with the manager and belief in the underlying holdings gave them the confidence to stay invested. This decision proved fruitful as the fund saw a 5x return from 2021 to 2026.
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