Apr 15, 2026

Dan Gray

The Hidden Math Behind Concentrated vs Diversified VC Funds

Market equilibrium explains why both strategies deliver alpha in different ways.

Murph capital is a new media and community for the next generation of emerging managers and allocators

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Murph capital is a new media and community for the next generation of emerging managers and allocators

PROUDLY builT IN USA

HANDCRAFTED by:

@Grivitsky

Substack

Main

home

Podcasts

Templates

Data

Funds

Events

Reports

Soon

about us

Community

Store

Murph capital is a new media and community for the next generation of emerging managers and allocators

PROUDLY builT IN USA

HANDCRAFTED by:

@Grivitsky

Substack

Main

home

Podcasts

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Data

Funds

Events

Reports

Soon

about us

Community

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