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hugo

@gpfo.com
343 followers 1.2K following 283 posts

fresh prince of bay-air(ea)

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hugo @gpfo.com · 18/01/2026
Beaut run 🌞
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hugo @gpfo.com · 10/01/2026
😬
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hugo @gpfo.com · 20/11/2025
Imagine being an emerging manager going out to pitch LPs an 18yr expected fund life
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hugo @gpfo.com · 20/11/2025
"Using large language models, the researchers read more than 364,000 earnings call transcripts between 2008 and 2025, as well as some 200,000 analyst reports from sell-side research houses and looked at how businesses and analysts discussed these geoeconomic pressures and how they reacted to them."
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hugo @gpfo.com · 19/10/2025
Some plant shops feel magical 🪄
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hugo @gpfo.com · 19/09/2025
arxiv.org/abs/2509.14448
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hugo @gpfo.com · 17/09/2025
Caught some nice light
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hugo @gpfo.com · 10/09/2025
Importing European style governance should be tariffed
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hugo @gpfo.com · 05/09/2025
I think Marie likes the new treats
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hugo @gpfo.com · 04/09/2025
An interesting study on biotech failure: open.substack.com/pub/age1/p/a...
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hugo @gpfo.com · 01/09/2025
In context:
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hugo @gpfo.com · 01/09/2025
www.preqin.com/insights/res...
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hugo @gpfo.com · 31/07/2025
LP sentiment is a reasonably hard thing to change. It's also hard to get Europeans to admit they like Europe!
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hugo @gpfo.com · 31/07/2025
www.theatlantic.com/science/arch...
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hugo @gpfo.com · 31/07/2025
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hugo @gpfo.com · 31/07/2025
Was not expecting Scotland to feature so prominently! 🏴󠁧󠁢󠁳󠁣󠁴󠁿
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hugo @gpfo.com · 31/07/2025
🪟
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hugo @gpfo.com · 31/07/2025
Seeing some FOs step up and lead some chunky rounds (in Deeptech too!)
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hugo @gpfo.com · 31/07/2025
👏
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hugo @gpfo.com · 31/07/2025
riverhead-research.kit.com/35546a29cf
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hugo @gpfo.com · 31/07/2025
25%+ of acquisitions being preseed/seed stage feels like it's going the wrong direction...
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hugo @gpfo.com · 22/07/2025
"There are over 12,000 FOs worldwide, many of whom feel they are not well served by their banks"
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hugo @gpfo.com · 17/07/2025
🧠
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hugo @gpfo.com · 17/07/2025
zigging when others zag
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hugo @gpfo.com · 16/07/2025
My lil newsletter is now ready around the globe, literally.
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hugo @gpfo.com · 16/07/2025
Spotted @amyrochford.bsky.social on poach.vc 👀
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hugo @gpfo.com · 16/07/2025
Agapanthus' everywhere today
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hugo @gpfo.com · 08/07/2025
open.substack.com/pub/familyof...
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hugo @gpfo.com · 01/07/2025
Campden / AlTi FO report
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hugo @gpfo.com · 01/07/2025
BNY Wealth FO report
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hugo @gpfo.com · 01/07/2025
Adoption of AI in family offices From BlackRock FO report
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hugo @gpfo.com · 01/07/2025
Average of 41.1 bps cost base across AUM according to latest UBS data.
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hugo @gpfo.com · 30/06/2025
😅
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hugo @gpfo.com · 29/06/2025
The 'no backing' bar is an interesting one. As less need/pressure to list in many cases.
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hugo @gpfo.com · 27/06/2025
Surprised to see 50%+ of family offices still struggling with reporting and succession planning. Very much core functions...
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hugo @gpfo.com · 26/06/2025
open.substack.com/pub/klemento...
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hugo @gpfo.com · 24/06/2025
Helluva talk title: 'Megahertz Brain Waves and Microtubule Time Crystals'
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hugo @gpfo.com · 24/06/2025
Isn't there still a data issue with emerging managers performance in private markets? Survivorship bias and self reporting when good etc.
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hugo @gpfo.com · 24/06/2025
~50% with 0% exposure outside of PE & VC is alot
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hugo @gpfo.com · 20/06/2025
Feels defensive
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hugo @gpfo.com · 20/06/2025
Swivel on a dime
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hugo @gpfo.com · 20/06/2025
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hugo @gpfo.com · 17/06/2025
The upside is there is "only a little demand destruction"?
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hugo @gpfo.com · 17/06/2025
Lots of growth in the top band
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hugo @gpfo.com · 13/06/2025
That's a chunky GP commit. www.generalist.com/p/founders-f...
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hugo @gpfo.com · 07/06/2025
"LPs with governance structures that operated on a quarterly cycle might not have been able to approve a co-investment decision required by the GP, and some did not feel that evaluating individual deals was a core strength of their staff."
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hugo @gpfo.com · 03/06/2025
♻️exits♻️returns♻️new funds♻️
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hugo @gpfo.com · 24/05/2025
The natural next progression is active private markets spinoffs and divestitures.
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hugo @gpfo.com · 22/05/2025
Congrats to @semafor.com team, this event was fun + interesting!
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hugo @gpfo.com · 21/05/2025
This year across asset allocations in family offices: equities (+2%) and private debt (+2%) allocations tick up, as cash positions (-2%), fixed income (-1%) and private equity (-1%) were trimmed. From UBS GFO 2025
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