CHAPTER 6Designing a Direct Investment Thesis

This chapter provides an overview of the process of designing a direct investment thesis. We begin by defining the direct investment thesis, illustrating how it relates to the broader investment thesis, and outlining some of the elements that are included in a direct investment thesis. The remainder of the chapter is dedicated to discussing the key considerations that influence the content of the thesis, including the family's desired asset mix, the family's pathway to direct investing, the barbell approach to direct investing, and the family's entrepreneurial orientation and desired style. Finally, a case study is provided to illustrate the concepts discussed in this chapter.

Defining the Direct ...

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