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Senkut says one central tenet for the firm is resiliency, meaning Felicis works to ensure that it's portfolio is "anti fragile," as described by essayist, scholar, and risk analyst Nassim Taleb, in his 2012 book about "things that gain from disorder".
Berger IT's portfolio trades at a collective 70 times earnings, more than double the market's ratio, which means it will do badly in a bear market.
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"It was 'Portfolio Selection.' That was revolutionary".
It's somebody's portfolio.
It's a portfolio I could not have as a stock company.
It's A Portfolio Play.
Maybe it's a portfolio for your artwork.
It's current portfolio is heavy into marketplaces, gaming, and advertising startups.
And you can go to NavellierGrowth.com or Navellier.com is the management company, it's called Portfolio Grader.
"We are looking at that portfolio; it's a great portfolio," he said.
And now it's in Audi's portfolio of future products.
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