Aram Verdian
speaker
731 appearances
1 recordings
1 series
first heard Jul 2026
last heard 24 Jul
Aram Verdian’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Should I sell or not?
How much should I sell?
Or should I just keep rolling?
We're not going to have this strong reaction, oh, you should sell all of it, or you should sell 50%, or you should roll the whole thing.
What we're going to tell them is, let's actually talk through it.
And how would we talk through it?
We'll say, okay, let's think about where this investment is in which fund.
Where's the life cycle of that fund?
Let's think about what is the return profile of that investment at that stage you're thinking of selling relative to the fund size.
Tell me how well your conviction level is in that company at that valuation going forward and what the potential return profile would be.
Now, the manager talks through all these things with us.
By the end of it, they actually come to the conclusion themselves because they're thinking through all the different avenues and all the different dimensions to make that decision.
That's why they're calling us.
They're not calling us to say, tell me what to do, but tell me about all the ways I should be thinking about this and all the different blind spots that I haven't seen before.
It depends.
You would answer those questions, right?
Like, where are you in the fund cycle of the fund?
Do you have conviction in that company?
So if you have a lot of conviction in that company, even if it's returning the fund, you can say you're still a net buyer.
Maybe the valuation is attractive.
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